Jacob Hermans, financial advisor Mount Pleasant SC

Jacob Hermans

CRD Number: 4933448
Current Firm: Truist Advisory Services, Inc.

Jacob Hermans (CRD# 4933448) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Mount Pleasant, SC and has over 18 years of experience in the finance industry. Jacob Hermans has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Truist Investment Services, Inc. Mount Pleasant, SC Jan 2024 - Current < 1
Truist Advisory Services, Inc. Mount Pleasant, SC Jan 2024 - Current < 1
Suntrust Advisory Services, LLC Atlanta, GA Oct 2016 - Jan 2024 7
Suntrust Bank Daniel Island, SC Oct 2016 - Jan 2024 7
Suntrust Investment Services Atlanta, GA Oct 2016 - Jan 2024 7
Regions Bank Charleston, SC Sep 2010 - Oct 2016 6
Morgan Keegan & Company, Inc. Charleston, SC Sep 2010 - Oct 2016 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2016
S66 NASAA Uniform Combined State Law Examination Jul 2005
Contact Info for Jacob L. Hermans
By the Numbers
  • Total Assets Under Management
    53,170
    MILLIONS
  • Total Number of Accounts
    125,600
    ACCOUNTS
  • Average Account Value
    $423,328
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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