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RIA / WealthAdvisordual registered (broker-dealer)37 years in industry

Barry W Yerger

Advisor at J.P. MORGAN SECURITIES LLC

Philadelphia, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ddd4b6a3-1d62-d442-ff51-fbdae8befc0e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jun 19, 2000 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: J.P. MORGAN SECURITIES LLC
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 27, 1988earliest registration or exam on IAPD
Years in industry: 37derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S63|S65|S66
First exam: Sep 27, 1988
First registration: Jun 19, 2000
Dual registered: yes, broker-dealer
Other names: BARRY WALTER YERGER|barry w. yerger|barry yerger|BARRY W YERGER
IAPD individual key: 1878586

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
J.P. MORGAN SECURITIES LLC	Wirehouse	Jan 31, 2023	n/a	yes	Philadelphia, PA	Current employment
FCG WEALTH MANAGEMENT, LLC	Former SEC adviser	Mar 29, 2016	Apr 12, 2018	no	Wilmington, DE	Previous registration
FCG WEALTH MANAGEMENT, LLC	Former SEC adviser	Apr 22, 2013	Mar 23, 2016	no	WILMINGTON, DE	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jul 1, 2003	Nov 18, 2004	no	WILMINGTON, DE	Previous registration
PRUDENTIAL EQUITY GROUP, LLC	n/a	Jun 19, 2000	Jul 1, 2003	no	WILMINGTON, DE	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FCG WEALTH MANAGEMENT, LLC	J.P. MORGAN SECURITIES LLC	Apr 12, 2018	Jan 31, 2023	1,755	Firm change after gap	RIA to wirehouse
FCG WEALTH MANAGEMENT, LLC	FCG WEALTH MANAGEMENT, LLC	Mar 23, 2016	Mar 29, 2016	6	Channel change	Other
WELLS FARGO ADVISORS	FCG WEALTH MANAGEMENT, LLC	Nov 18, 2004	Apr 22, 2013	3,077	Firm change after gap	Other
PRUDENTIAL EQUITY GROUP, LLC	WELLS FARGO ADVISORS	Jul 1, 2003	Jul 1, 2003	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
40633:281165:DE:2016-03-23	Mar 23, 2016	Mar 29, 2016	WILMINGTON, DE	Firm change

Relationships

Registered with (5)

→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: current employment
Jan 31, 2023 to presentfactForm ADV
→ FCG WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 29, 2016 to Apr 12, 2018factForm ADV
→ FCG WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 22, 2013 to Mar 23, 2016factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jul 1, 2003 to Nov 18, 2004factForm ADV
→ PRUDENTIAL EQUITY GROUP, LLCRegistered adviserregistration: previous registration
Jun 19, 2000 to Jul 1, 2003factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ddd4b6a3-1d62-d442-ff51-fbdae8befc0e
First observed: Jun 19, 2000
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Barry W Yerger

Advisor at J.P. MORGAN SECURITIES LLC

Philadelphia, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ddd4b6a3-1d62-d442-ff51-fbdae8befc0e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:55 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

J.P. MORGAN SECURITIES LLC

Wirehouse

Jan 31, 2023

n/a

yes

Philadelphia, PA

Current employment

FCG WEALTH MANAGEMENT, LLC

Former SEC adviser

Mar 29, 2016

Apr 12, 2018

Wilmington, DE

Previous registration

FCG WEALTH MANAGEMENT, LLC

Former SEC adviser

Apr 22, 2013

Mar 23, 2016

WILMINGTON, DE

Previous registration

WELLS FARGO ADVISORS

Wirehouse

Jul 1, 2003

Nov 18, 2004

WILMINGTON, DE

Previous registration

PRUDENTIAL EQUITY GROUP, LLC

n/a

Jun 19, 2000

Jul 1, 2003

WILMINGTON, DE

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

FCG WEALTH MANAGEMENT, LLC

J.P. MORGAN SECURITIES LLC

Apr 12, 2018

Jan 31, 2023

1,755

Firm change after gap

RIA to wirehouse

FCG WEALTH MANAGEMENT, LLC

Mar 23, 2016

Mar 29, 2016

Channel change

Other

WELLS FARGO ADVISORS

FCG WEALTH MANAGEMENT, LLC

Nov 18, 2004

Apr 22, 2013

3,077

Firm change after gap

Other

PRUDENTIAL EQUITY GROUP, LLC

WELLS FARGO ADVISORS

Jul 1, 2003

Bulk transfer

Other

Team

Left

Joined

From

Kind

40633:281165:DE:2016-03-23

Mar 23, 2016

Mar 29, 2016

WILMINGTON, DE

Firm change