Jacob James Herd is an investment adviser representative (IAR) with state registration records since 2020, appearing at 3 firms. Currently registered with CAPFINANCIAL PARTNERS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 2023-04-26 | present | Yes |
| QUANTITATIVE ADVANTAGE, LLC | 2021-11-22 | 2023-06-12 | — |
| RBC CAPITAL MARKETS, LLC | 2020-08-24 | 2021-11-04 | — |