Jacob Patrick Herman
Investment adviser representative at Fifth Third Wealth Advisors LLC
11 yearsExperience
1 stateRegistered in
$7.8BFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Fifth Third Wealth Advisors LLCAug 2024 to now
- US BancorpFeb 2022 to Jul 2024
- Medpace Holdings IncMay 2021 to Feb 2022
- Ohio National Financial ServicesMay 2020 to Aug 2020
- Von MaurJun 2019 to Aug 2019
- Xavier UniversityAug 2017 to May 2021
- Sandcastle Field ServicesJan 2015 to Oct 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (OH).
Fifth Third Wealth Advisors LLC
$7.8BAssets managed
1,498Clients
66Advisers
5 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
- 8035721
- Firm CRD
- 313015