Jake Herndon

Senior Vice President
Wealth and Trust Advisor
Phone Number
Email Address

My Information

Mr. Herndon has over 30 years of experience in the fiduciary services industry and specializes in corporate and non-profit retirement plans, estate planning, portfolio management and personal trusts.  A graduate of Abilene Christian University, Mr. Herndon is a long-time member of the Temple Lions Club and has served as club secretary in the past and currently serves as treasurer.  As a community volunteer, he is also the current treasurer of the Association for Pet Adoption Center and former treasurer of the Temple Ronald McDonald House.  He and his wife, Brenda, have two children, Shayla and Case, and are members of the Western Hills Church of Christ where he serves as an elder.            

My Expertise

  • Non-Profits
  • Asset Management
  • Estate Administration
  • Estate Planning
  • IRAs
  • Personal Financial Planning
  • Retirement Planning
  • Trust Planning

My Office

Branch Address

3615 S 31st St
Temple, TX 76502
United States

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