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Joseph Paul Herrle

Ferguson Wellman Capital Management, Inc.

Portland, OR

CRD 7525011

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Employer firm

Ferguson Wellman Capital Management, Inc. CRD 104692

$10.7B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Ferguson Wellman Capital Management, Inc.

805 Southwest Broadway Suite 2100, Portland, OR 97205 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2022-03-29
  • OR RA
    APPROVED
    Since 2022-03-29

Branch Locations

805 Southwest Broadway Suite 2100, Portland, OR 97205 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ferguson Wellman Capital Management, Inc. Portland OR 06/2021 Present
Thetos Advisers San Francisco CA 10/2019 03/2021
Stamos Capital Partners Menlo Park CA 07/2015 10/2019
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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