# LESLIE ANNE HERR

LESLIE ANNE HERR is an investment adviser representative (IAR) with state registration records since 2001, appearing at 5 firms. Currently registered with SIMPLIFIED WEALTH MANAGEMENT, LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SIMPLIFIED WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/312513) | 2021-02-26 | present | Yes |
| [J.P. MORGAN SECURITIES LLC](https://search.stillhousedata.com/firm/79) | 2014-09-08 | 2019-01-16 | — |
| [NEW ENGLAND SECURITIES](https://search.stillhousedata.com/firm/615) | 2012-03-16 | 2013-10-07 | — |
| [ANDERSON HERR FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/139573) | 2006-03-28 | 2007-12-18 | — |
| [WADDELL & REED](https://search.stillhousedata.com/firm/866) | 2001-06-20 | 2005-12-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4383165)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4383165.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.