Barry Yerger
Barry Yerger is a registered investment advisor at J.P. Morgan Securities LLC, based in Philadelphia, PA, with 33 years of industry experience. Barry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1,055,400 clients with $350B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.45% |
| $250K - $500K | 1.30% |
| $500K - $1000K | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $15.0M | 0.55% |
| $15.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
The Advisory Fee rate for assets invested in the Fixed Income Advisory Program (FIAP) is 0.70%. The Advisory Fee rate for assets invested in the Liquidity Management Strategy (LMS) is 0.40%. Effective November 10, 2025 the Advisory Fee rate for new LMS investors and LMS proposals dated on or after November 10, 2025 will be 0.60%.
Fee Estimator
Location
1650 Market St, Floor 47, Philadelphia, PA, 19103
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 1994Other Business Activities
Barry is the 100% owner and managing member of Upland Farms, LLC, an agricultural farmland business, since April 2018. He spends a few hours per week on this non-investment related activity.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
Irc Securities LLCBroker
Coastal Equities, INC.Broker
Fcg Wealth Management, LLC
Fcg Wealth Management, LLC
Fcg Advisors, LLCBroker
Jesup & Lamont Securities CORPBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Ferris, Baker Watts IncorporatedBroker
Alex. Brown & Sons IncorporatedBroker
Prudential Securities IncorporatedBroker
Investors Center, INC.Broker
State Registrations53 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.