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.
- Bachelor of Arts degree in financial economics from Gustavus Adolphus College
- CERTIFIED FINANCIAL PLANNER™