Jake Hermans

Jake Hermans, CFP®
Senior Vice President Financial Consultant Private Client Group Truist Investment Services, Inc.

235 Magrath Darby Blvd

Suite 330,

Mount Pleasant, SC 29464

Jake.Hermans@Truist.com

Phone 843-800-6677

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About me

Background

Jake serves as a Financial Consultant with The Kazley Financial Group of Truist Investment Services, Inc.  As a CERTIFIED FINANCIAL PLANNER™ professional and Financial Consultant, Jake works to uncover your definition of success so that he can help create a vision for the future and implement a comprehensive plan to help address those goals. With over 20 years of wealth management experience, Jake will work with you to identify ways to maximize positive opportunities, help mitigate negative results and provide you financial well-being for today, and tomorrow.

Investment Adviser Representative, Truist Advisory Services, Inc. 
Check the background of this investment professional on FINRA's BrokerCheck

Education

B.A. International Business
Rollins College 2002

Personal Interests

Jake resides in Awendaw, South Carolina, with his wife, Robyn, and two children, embracing the Lowcountry lifestyle. He is active in the community and can be frequently seen volunteering with East Cooper Community Outreach and the Lowcountry Food Bank.  Outside of work, Jake enjoys family time, traveling, playing golf and cooking delicious food for friends and family.  

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

Locations

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