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Jerry Raymond Herman

VALOR CAPITAL MANAGEMENT, LLC·WESTLAKE, Ohio
SIE, Series 7, Series 87Clean record10 years registeredVALOR CAPITAL MANAGEMENT, LLC
30400 DETROIT ROAD,, WESTLAKE, OH 44145CRD# 2011620Firm CRD# 291213

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jerry Raymond Herman · WESTLAKE, OH
Registration
CRD #2011620 · VALOR CAPITAL MANAGEMENT, LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

WISDOM INVESTMENT STRATEGIES, LLC
Jun 2016 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 87
Registration record
First registered · June 10, 2016
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VALOR CAPITAL MANAGEMENT, LLC
CRD 291213 · SEC 801-112560
AUM
$893M
Regulatory assets under management
Employees
38
14 client accounts
Services offered by VALOR CAPITAL MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at VALOR CAPITAL MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Jerry Raymond Herman offer?
Jerry Raymond Herman specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WESTLAKE, Ohio for a consultation.
What are Jerry Raymond Herman's credentials?
Jerry Raymond Herman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jerry Raymond Herman located?
Jerry Raymond Herman is based in WESTLAKE, Ohio, working with VALOR CAPITAL MANAGEMENT, LLC. Their office serves clients in the WESTLAKE metropolitan area and surrounding communities.
How does Jerry Raymond Herman charge for services?
Jerry Raymond Herman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VALOR CAPITAL MANAGEMENT, LLC?
VALOR CAPITAL MANAGEMENT, LLC has approximately 38 employees and manages $893M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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