# JEFFREY K HERR

JEFFREY K HERR is an investment adviser representative (IAR) with state registration records since 2016, appearing at 3 firms. Currently registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2023-09-06 | present | Yes |
| [TRUIST ADVISORY SERVICES, INC.](https://search.stillhousedata.com/firm/283390) | 2021-09-02 | 2023-07-13 | — |
| [BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.](https://search.stillhousedata.com/firm/106156) | 2016-12-20 | 2020-12-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6732319)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6732319.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.