Jake Herman joined Schwartz & Co. in 2017 Registered Investment Advisor, and in 2020 obtained the CERTIFIED FINANCIAL PLANNER™ designation. Mr. Herman works with a team that specializes in providing wealth management services to individuals and families. In addition to serving wealth management clients, Jake is also involved in many institutional relationships, providing participant education and support to retirement plan clientele. He holds the series 7 and 66 securities licenses, as well as Life, Health and Variable Annuities.
Mr. Herman started his career in consumer finance as a Credit Manager with Wells Fargo and was a top performing residential mortgage banker with several national mortgage lenders in the Chicago area.
Jake is originally from St. Joseph, MI, and has a Bachelor’s Degree from Western Michigan University and an MBA in Finance from Wayne State University. He currently resides in Bloomfield Hills, MI, with his wife Kara and young son Benjamin. While not working, Jake enjoys playing golf, tennis, and traveling.