Jeffrey Adam Herman

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2015 → 05/2022
  Jp Morgan Securities Llc
  New York, NY
• 12/2015 → 05/2022
  Jp Morgan Chase Bank Na
  New York, NY
• 02/2026 → Present
  Truist Investment Services, Inc
  New York, NY
• 02/2026 → Present
  Truist Advisory Services, Inc.
  Hudson, NY
• 05/2022 → 02/2024
  Unemployed
  Oceanside, NY
• 02/2024 → Present
  Truist
  New York, NY

Previous Registrations

• 2016-01-13 → 2022-05-12
  J.P. Morgan Securities Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2026-04-17