Jake Herndon headshot

Jake Herndon

Senior Vice President
Wealth & Trust Advisor

MY CONTACT

P 254.774.5833

my office

3615 S 31st Street
Temple, TX 76502

my information

I have over 30 years experience in the trust services industry specializing in retirement planning and personal trusts.

my expertise

COURT APPOINTED TRUSTS
ESTATE & RETIREMENT PLANS 
401(k) PLANS
PERSONAL TRUSTS
PENSION PLANS
PROFIT SHARING PLANS
IRAs
RETIREMENT PLANS
INVESTMENT MANAGEMENT
SECURITIES ARE NOT FDIC OR GOVERNMENT AGENCY INSURED | NO BANK GUARANTEE
MAY LOSE VALUE | NOT A BANK DEPOSIT | SUBJECT TO RISK