Brent Herbert
Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
1 stateRegistered in
$429.7BFirm assets
61 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- 283 West 5th LLCAug 2025 to now
- Colebrook Street LLCJan 2025 to now
- 29 Magnolia LLCDec 2024 to now
- 788 Properties LLCAug 2023 to now
- J.P. Morgan Securities LLCFeb 2023 to now
- JPMorgan Chase Bank, N.A.Feb 2023 to now
- 740 E. 3rd LLCDec 2020 to now
- Beechwood LLCFeb 2020 to now
- Regiment LLCAug 2017 to now
- Hermitage Property ManagementAug 2023 to Jun 2025
- Goldman Sachs & Co LLCJul 2017 to Feb 2023
- UnemployedMay 2017 to Jun 2017
- Mizuho Securities USA IncJul 2016 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (TX).
J.P. Morgan Securities LLC
$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5377561
- Firm CRD
- 79