Edmer Uriel Herrera Hernandez

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 05/2015 → 12/2021
  Wells Fargo Bank, Na
  Flower Mound, TX
• 03/2017 → 03/2018
  Wells Fargo Clearing Services, Llc
  Dallas, TX
• 10/2018 → 12/2021
  Wells Fargo Clearing Services, Llc
  Flower Mound, TX
• 12/2021 → Present
  Jpmorgan Chase Bank, N.A.
  Coppell, TX
• 12/2021 → Present
  J.P. Morgan Securities Llc
  Coppell, TX

Previous Registrations

• 2019-03-18 → 2022-01-06
  Wells Fargo Clearing Services, Llc
  Flower Mound, TX
  Fort Worth, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-03-18
• S63 Uniform Securities Agent State Law Examination
  2019-01-17

Other Names

• Ed Uriel Herrera Hernandez
• Edmer U Herrera
• Edmer Uriel Herrera