Jacob James Herd
Investment Adviser Representative at Captrust
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jacob James Herd is an investment adviser representative with Captrust in Minnetonka, MN, where they have been registered since 2023. They have worked in the securities industry since 2018 and have been registered with 3 firms, including Quantitative Advantage, LLC and RBC Capital Markets, LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Minnesota.
Office
Advisors at this office: 19
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Minnesota
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Northwestern Mutual Life Insurance CompanyApr 2016 – Jul 2017Milwaukee, WI
- Carnegie Investment BankJan 2018 – Jan 2018Stockholm
- Craig-Hallum Capital Group LLCFeb 2018 – May 2018Minneapolis, MN
- ThreeBridge Solutions - Boom LabJun 2018 – Nov 2018Minneapolis, MN
- RBC Capital Markets, LLCDec 2018 – Oct 2021Minneapolis, MN
- Quantitative Advantage, LLCNov 2021 – Apr 2023Minnetonka, MN
- Gustavus Adolphus CollegeSep 2014 – May 2018St. Peter, MN
- CapFinancial Partners LLC (CAPTRUST)Apr 2023 – no end date reportedRaleigh, NC
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Captrust
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Performance-based fees
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 943
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Raleigh, NC
- SEC file number:
- 801-62193
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 30, 2026
View full firm profileOther advisors at Captrust
Showing 12 of 943 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jacob James Herd has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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