Brent Herbert
Investment Adviser Representative at J.p. Morgan Securities LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Brent Herbert is an investment adviser representative with J.p. Morgan Securities LLC in Boston, MA, where they have been registered since 2023. They have worked in the securities industry since 2009 and have been registered with 6 firms, including Goldman Sachs & Co. LLC and Mizuho Securities USA LLC. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 100
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
- Broker:
53 states and territories
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Mizuho Securities USA IncJul 2016 – Apr 2017New York, NY
- Goldman Sachs & Co LLCJul 2017 – Feb 2023Boston, MA
- J.p. Morgan Securities LLCFeb 2023 – no end date reportedBoston, MA
- Jpmorgan Chase BANK, N.A.Feb 2023 – no end date reportedBoston, MA
- UnemployedMay 2017 – Jun 2017Boston, MA
- Beechwood LLCFeb 2020 – no end date reportedDorchester, MA
- 740 E. 3rd LLCDec 2020 – no end date reportedBoston, MA
- 24 Forest HillsMay 2018 – no end date reportedJamaica Plain, MA
- 58 Forest HillsMar 2023 – no end date reportedJamaica Plain, MA
- 70 O St. LLCApr 2023 – no end date reportedSouth Boston, MA
- Regiment LLCAug 2017 – no end date reportedBoston, MA
- 213 W Eighth St LLCJun 2023 – no end date reportedBoston, MA
- 910 E 4th Street South BostonJul 2023 – no end date reportedBoston, MA
- 788 Properties LLCAug 2023 – no end date reportedBoston, MA
- Hermitage Property ManagementAug 2023 – Jun 2025Boston, MA
- 289 Chestnut Ave LLCOct 2023 – no end date reportedBoston, MA
- 853 East 1st Street, South Boston MA 02127May 2024 – no end date reportedSouth Boston, ME
- 29 Magnolia LLCDec 2024 – no end date reportedBoston, MA
- Colebrook Street LLCJan 2025 – no end date reportedBoston, MA
- 178 L Street LLCJul 2025 – no end date reportedSouth Boston, MA
- 218 West 8th Street LLCAug 2025 – no end date reportedSouth boston, MA
- 287 West 5th Street LLCAug 2025 – no end date reportedBoston, MA
- 283 West 5th LLCAug 2025 – no end date reportedSouth Boston, MA
- 47 Old Harbor LLCAug 2025 – no end date reportedBoston, MA
- 1 O Street LLCOct 2026 – no end date reportedSouth Boston, MA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About J.p. Morgan Securities LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 13,759
- Offices listed on AdvisorFinder:
- 25
- Main office:
- New York, NY
- SEC file number:
- 801-3702
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 30, 2026
View full firm profileOther advisors at J.p. Morgan Securities LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brent Herbert has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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