Cfp® Jacob Herd

Jacob Herd, CFP®, has a diverse range of work experience in the financial industry. Jacob currently works as a Senior Associate and Relationship Manager at CAPTRUST, a position they have held since April 2023. Prior to this, Jacob worked as an Associate Wealth Management Advisor at QA Wealth Management from November 2021 to April 2023.

From December 2018 to October 2021, Jacob served as a Registered Client Associate at RBC Wealth Management. Before that, they gained experience as a Business Analyst Associate at Boom Lab from June 2018 to November 2018.

In addition to their professional roles, Jacob had a number of leadership positions during their time at Gustavus Adolphus College from 2017 to 2018. Jacob served as the Vice President of the Gustavus Finance Club, Student Representative on the Gustavus Board of Trustee Investment Committee, and Vice President of Recruiting for the Gustavus Mentor Program.

Prior to their college years, Jacob interned as an Equity Research Analyst at Craig-Hallum Capital Group from February 2018 to May 2018, and as an intern at Carnegie Investment Bank from January 2018 to February 2018. Jacob also gained experience as a Financial Representative at Northwestern Mutual from April 2016 to August 2017.

Jacob Herd, CFP®, has an education history that includes attending Gustavus Adolphus College from 2014 to 2018. During this time, they focused on Financial Economics. Prior to that, they completed their high school education at Waconia High School from 2010 to 2014. In addition to their formal education, Jacob has obtained certifications such as the Series 65 from FINRA in August 2020. Jacob has also achieved the Certified Financial Planner (CFP) designation from the CFP Board, though the specific month and year of obtaining this certification are not provided.