Joseph Paul Herrle
Investment adviser representative at Ferguson Wellman Capital Management, Inc.
11 yearsExperience
1 stateRegistered in
CFADesignation
$10.7BFirm assets
Are you Joseph Paul Herrle? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Ferguson Wellman Capital Management, Inc.Jun 2021 to now
- Thetos AdvisersOct 2019 to Mar 2021
- Stamos Capital PartnersJul 2015 to Oct 2019
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OR).
Ferguson Wellman Capital Management, Inc.
$10.7BAssets managed
1,085Clients
27Advisers
50 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
- 7525011
- Firm CRD
- 104692