Merrill
47yrs
Top advisor by experience in Cincinnati
2yrs
Jacob Herman
Full name on record: Jacob Patrick Herman
Financial advisor at Fifth Third Wealth Advisors
Jacob Herman is a fiduciary financial advisor in Cincinnati, Ohio, with 2 years in the industry. Jacob joined Fifth Third Wealth Advisors in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.
One of 2460 advisors with offices in Cincinnati, and one of 1997 fiduciaries.
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
Office38 Fountain Square Plaza, Cincinnati, OH 45263
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$2.33 million
Advisors at the firm65
States licensed ?1 state
Services through Fifth Third Wealth Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Feb 2025 – nowFifth Third Wealth Advisors LLCCurrent firm
Contact Jacob
(513) 268-8380Fifth Third Wealth Advisors main office 38 Fountain Square PlazaCincinnati, OH 45263Office · Get directions
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Questions to ask Jacob
Tailored to Jacob’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jacob
How do I contact Jacob?
Call Fifth Third Wealth Advisors at (513) 268-8380 and ask for Jacob Herman. Jacob works from the Cincinnati, OH office.
How long has Jacob been a financial advisor?
Jacob has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does Jacob hold?
Series 65. Tap any license on this page to see what it allows.
Is Jacob a fiduciary?
Jacob is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jacob paid?
Fifth Third Wealth Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Jacob for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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