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Edmer Uriel Herrera hernandez

J.p. Morgan Securities LLC

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About Edmer Uriel Herrera hernandez

Edmer Uriel Herrera hernandez is a registered representative with J.P. Morgan Securities LLC. Edmer has been in the securities industry since 2019 and has a Series 7, Series 63, Series 65 and SIE licenses. Edmer previously worked at Wells Fargo Clearing Services, LLC. Edmer specializes in financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Edmer is registered in Texas and has been with J.P. Morgan Securities LLC since December 2021.

Firm Information

Edmer Herrera hernandez is currently registered with J.p. Morgan Securities LLC. J.p. Morgan Securities LLC is a Limited Liability Company formed in 1985. It is headquartered in NEW YORK, NY, United States. The firm has over 50 billion in assets under management and provides a variety of financial services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
J.p. Morgan Securities LLC

383 MADISON AVE

NEW YORK, NY 10179

$249.73B

Assets Under Management

262,026

Total Clients

26,783

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee computed based on cents-per-share-deposited-into-the-account

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Edmer Herrera hernandez’s Registration & Firm History

TX

03/04/2022 - Present

J.p. Morgan Securities LLC (LEWISVILLE TX)

TX

01/08/2019 - 01/06/2022

WELLS FARGO CLEARING SERVICES, LLC (FLOWER MOUND TX)

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Licenses & Designations

IA

Issued 03/18/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/17/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/17/2021

Series 7TO - General Securities Representative Examination

BC

Issued 01/08/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/14/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Edmer Uriel Herrera hernandez.
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