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Herman F
Series 66
Miami, FL
J.P. Morgan Securities
Herman Fehrle is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Securities LLC since 2017, following two years at PNC Bank and PNC Investments. Based in Miami, FL, Fehrle focuses on institutional consulting services. J.P. Morgan Securities LLC provides institutional clients such as corporations, foundations, and defined contribution plan sponsors with asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities, delivering its program on a non-discretionary basis.
Erik S
Series 66
Miami, FL
J.P. Morgan Securities
Erik Sheppard is a financial advisor with J.P. Morgan Securities in Miami, FL, holding a Series 66 designation and 17 years of industry experience. He has been with J.P. Morgan Securities and Jpmorgan Chase Bank since 2013. Outside of his advisory role, he is an owner and partner of Cornered LLC, an entertainment venture focused on releasing self-made music. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities, delivering its program on a non-discretionary basis.
Julian D
Series 63, Series 66
Miami, FL
J.P. Morgan Securities
Julian Dumurdzanov is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Citigroup and Credit Agricole CIB. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.
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