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Jacob Patrick Herman

Fifth Third Wealth Advisors LLC

Cincinnati, OH

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Current Employers
Fifth Third Wealth Advisors Llc

38 Fountain Square Plaza, Cincinnati, OH 45263 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-02-25
  • OH RA
    APPROVED
    Since 2025-02-25

Branch Locations

38 Fountain Square Plaza, Cincinnati, OH 45263 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fifth Third Wealth Advisors Llc Cincinnatti OH 08/2024 Present
Medpace Holdings Inc Cincinnati OH 05/2021 02/2022
Us Bancorp Cincinnati OH 02/2022 07/2024
Sandcastle Field Services Brookfield WI 01/2015 10/2019
Von Maur Brookfield WI 06/2019 08/2019
Ohio National Financial Services Cincinnati OH 05/2020 08/2020
Xavier University Cincinnati OH 08/2017 05/2021
  • 08/2024 → Present
    Fifth Third Wealth Advisors Llc
    Cincinnatti, OH
  • 05/2021 → 02/2022
    Medpace Holdings Inc
    Cincinnati, OH
  • 02/2022 → 07/2024
    Us Bancorp
    Cincinnati, OH
  • 01/2015 → 10/2019
    Sandcastle Field Services
    Brookfield, WI
  • 06/2019 → 08/2019
    Von Maur
    Brookfield, WI
  • 05/2020 → 08/2020
    Ohio National Financial Services
    Cincinnati, OH
  • 08/2017 → 05/2021
    Xavier University
    Cincinnati, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-15
  • S65 Uniform Investment Adviser Law Examination
    2025-02-15

View on SEC IAPD

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