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Jacob James Herd
CRD#: 6585980
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Investment Adviser
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Previous Broker
CAPTRUSTCRD#: 175112 10650 Red Circle Drive, Suite 303
Minnetonka, MN 55343
Registration History
2017201820192020202120222023202420252026IACAPTRUST (CRD# 175112)2023 - Present (1 year)BRBC CAPITAL MARKETS, LLC (CRD# 31194)2018 - 2021 (2 years)BNORTHWESTERN MUTUAL INVESTMENT... (CRD# 2881)2017 - 2017 (<1 year)IAQUANTITATIVE ADVANTAGE, LLC (CRD# 110575)2021 - 2023 (1 year)IARBC CAPITAL MARKETS, LLC (CRD# 31194)2020 - 2021 (1 year)
License(s)

State Registrations

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Minnesota 4/26/2023

Current Registration(s)
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CAPTRUST (CRD#:175112)
10650 Red Circle Drive, Suite 303, Minnetonka, MN 55343
Registered with this firm since 4/26/2023

Previous Registration(s)
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11/22/2021 - 06/12/2023 QUANTITATIVE ADVANTAGE, LLC (CRD#:110575) MINNETONKA, MN
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08/24/2020 - 11/04/2021 RBC CAPITAL MARKETS, LLC (CRD#:31194) Wayzata, MN
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12/12/2018 - 11/04/2021 RBC CAPITAL MARKETS, LLC (CRD#:31194) Wayzata, MN
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01/17/2017 - 07/12/2017 NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CRD#:2881) MANKATO, MN
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Broker
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Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.