Jacob James Herd
Investment adviser representative at Captrust
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.2TFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- CaptrustApr 2023 to now
- Capfinancial Partners LLC (captrust)Apr 2023 to now
- Quantitative Advantage, LLCNov 2021 to Apr 2023
- RBC Capital Markets, LLCDec 2018 to Oct 2021
- Threebridge Solutions - Boom LabJun 2018 to Nov 2018
- Craig-hallum Capital Group LLCFeb 2018 to May 2018
- Carnegie Investment BankJan 2018 to Jan 2018
- Northwestern Mutual Life Insurance CompanyApr 2016 to Jul 2017
- Gustavus Adolphus CollegeSep 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (MN).
Captrust
Legal name: Capfinancial Partners, LLC
$1.2TAssets managed
41,750Clients
951Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6585980
- Firm CRD
- 175112