Jacob Herd, CFP®

Senior Associate,
Relationship Manager

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Biography
Education & Other Highlights
Location(s)

Jacob Herd is a wealth management financial advisor based in Minnetonka, MN.

Jacob joined CAPTRUST in 2023 from QA Wealth Management and serves as a senior associate and relationship manager. He works closely alongside CAPTRUST’s clients to help them prudently design, implement, and achieve their financial goals and objectives.

Jacob holds a Bachelor of Arts degree in financial economics from Gustavus Adolphus College and holds the designation of CERTIFIED FINANCIAL PLANNER, CFP®. Outside of work, he enjoys exploring the local restaurant scene with his wife, Anna, spending time at their family cabin, and going on walks with their dog.

Education

  • Bachelor of Arts degree in financial economics from Gustavus Adolphus College

Industry Designations

  • CERTIFIED FINANCIAL PLANNER®

Resources

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