Sherrell Henry
Financial advisor at J.P. Morgan Securities LLC · Plano, TX
Last updated 2026-10-10
Claim your profileSherrell Henry is a financial advisor at J.P. Morgan Securities LLC in Plano, TX, CRD 6926223. Licenses and exams on the registration: Series 66. IAPD registration began 2018-08-15.
Registration
- CRD number
- 6926223
- Registration status
- Active
- IAPD registration
- 2018-08-15
- Industry Experience
- 8 years
- Work Experience
- 19 years
- States registered
- TX
Licenses and exams
- Series 66
Work history
- 2018-03 to 2021-10 · J.P. Morgan Securities LLC · Plano, TX
- 2007-01 to 2018-03 · Capital One Bank · Plano, TX
- 2017-12 to 2018-01 · Amazon · Farmer Branch, TX
- 2016-10 to 2017-01 · Bath & Body Works, LLC · Irving, TX
- 2022-09 to Present · J.P. Morgan Securities LLC · Plano, TX
- 2021-11 to 2022-08 · Fidelity Personal and Workplace Advisors · Irving, TX
- 2021-10 to 2022-08 · Fidelity Brokerage Services LLC · Irving, TX
- 2021-10 to 2022-08 · Fidelity Investments · Irving, TX
- 2026-08 to Present · Adore Authenticity LLC · Princeton, TX
Current employment
- J.P. Morgan Securities LLC · New York, NY
J.P. Morgan Securities LLC
- Regulatory AUM
- $429,694,491,042
- Registered advisors
- 14,334
- Offices
- 5,886
- Clients per advisor
- 87.0 (Moderate)
- Average AUM per client
- $344.7K (Low)
- High-net-worth client ratio
- 28.6% (Moderate)
J.P. Morgan Securities LLC: advisors, services and reported ETF investments
About
Sherrell Henry is a financial advisor at J.P. Morgan Securities LLC in Plano, TX. Reported securities licenses include Series 66. The latest record indicates 8 years of industry experience and 19 years of reported work history. Reported roles include Adore Authenticity LLC, Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, Fidelity Investments, among others.
SEC disclosures list additional business and community activities: Entity Name: Adore Authenticity Llc Investment Related: No Address: Private Residence Nature Of The Other Business: E-Commerce Position/title/relationship: Owner/partner Start Date: 08/05/2026 Approximate # Of Hours A Week: 0-10 Approximate # Of Hours During Securities Trading Hours: 0 Briefly Describe Your Duties: Member Owner - Online Sales - Products (journals: ).
J.P. Morgan Securities LLC's firm-level Form ADV reports 14,334 advisors across 5,886 offices; approximately 87.0 clients per advisor, average assets per client of $344,680, and regulatory AUM of $429.7B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Insurance companies, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
What this firm offers
Filed by J.P. Morgan Securities LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Other
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Futures Commission Merchant
- Insurance Broker or Agent
- Registered Security-Based Swap Dealer
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Registered Security-Based Swap Dealer
- Commodity Pool Operator or CTA
- Futures Commission Merchant
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Pension Consultant
- Real Estate Broker or Dealer
- Sponsor or Syndicator of Limited Partners
- Sponsor or GP of Pooled Investment Vehicl
Location
8181 Communications Pkwy, Bldg A, Floor 04, Plano, TX 75024
249 advisors at this office.
Contact
The firm's filed contact details.
Official record
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