Jacob Luther Hermans

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2010 → 10/2016
  Regions Bank
  Charleston, SC
• 09/2010 → 10/2016
  Morgan Keegan & Company, Inc.
  Charleston, SC
• 10/2016 → 01/2024
  Suntrust Bank
  Daniel Island, SC
• 10/2016 → 01/2024
  Suntrust Investment Services
  Atlanta, GA
• 10/2016 → 01/2024
  Suntrust Advisory Services, Llc
  Atlanta, GA
• 01/2024 → Present
  Truist Investment Services, Inc.
  Mount Pleasant, SC
• 01/2024 → Present
  Truist Advisory Services, Inc.
  Mount Pleasant, SC

Previous Registrations

• 2010-11-03 → 2012-03-31
  Morgan Keegan & Company, Llc
  Charleston, SC
  Birmingham, AL
• 2006-07-31 → 2010-10-05
  Truist Investment Services, Inc.
  Charleston, SC
  Summerville, SC
  Summerville, SC
  Charleston, SC
  Mount Pleasant, SC
  Charleston, SC
  Mount Pleasant, SC
• 2005-07-25 → 2006-02-10
  Morgan Stanley Dw Inc.
  Charleston, SC
  Charleston, SC

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-11-10
• S66 Uniform Combined State Law Examination
  2005-07-18

Designations

• Certified Financial Planner

Other Names

• Jake Hermans
• Jacob L. Hermans