Jack Herman

Employer firm

Mariner CRD 140195

$125B regulatory AUM 216 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2015 → 09/2016
  Minnesota Life Ins Co
  St Paul, MN
• 08/2015 → 09/2016
  Securian Financial Services, Inc
  St Paul, MN
• 08/2015 → 09/2016
  Renaissance Financial
  Omaha, NE
• 10/2016 → 01/2017
  Buildertrend
  Omaha, NE
• 01/2017 → 09/2021
  Pacific Life Insurance Company
  Omaha, NE
• 01/2017 → 09/2021
  Pacific Select Distributors, Llc
  Newport Beach, CA
• 09/2021 → 06/2024
  Charles Schwab & Co., Inc.
  Omaha, NE
• 09/2021 → 06/2024
  Charles Schwab Bank, Ssb
  Omaha, NE
• 06/2024 → 01/2025
  Fbl Financial Group
  West Des Moines, IA
• 07/2024 → 10/2025
  Fbl Marketing Services
  West Des Moines, IA
• 01/2025 → 10/2025
  Fbl Financial Group
  West Des Moines, IA
• 10/2025 → Present
  Mariner
  Overland Park, KS

Previous Registrations

• 2024-08-23 → 2025-10-20
  Fbl Wealth Management, Llc
  West Des Moines, IA
• 2021-10-28 → 2024-07-23
  Charles Schwab & Co., Inc.
  Omaha, NE
• 2016-05-04 → 2016-09-15
  Securian Financial Services, Inc.
  Omaha, NE

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-10-20
• S66 Uniform Combined State Law Examination
  2015-10-23

Designations

• Certified Financial Planner

Other Names

• Jack Herman
• Jack Albert Herman