Jake Herndon

Senior Vice President
Wealth & Trust Advisor
Phone Number
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My Information

I'm Jake Herndon, boasting over 30 years of experience in the fiduciary services industry, specializing in corporate and non-profit retirement plans, estate planning, portfolio management, and personal trusts. A graduate of Abilene Christian University, I've remained actively engaged in community service, serving as a long-time member of the Temple Lions Club, where I've held positions such as club secretary and treasurer. Additionally, I currently serve as treasurer for the Association for Pet Adoption Center and as President of the Greater Temple Belton Foundation. Outside of my professional and volunteer commitments, my wife, Brenda, and I are proud parents to two children, Shayla and Case. We are dedicated members of the Western Hills Church of Christ, where I serve as an elder.

My Expertise

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

My Office

Branch Address

3615 S 31st St
Temple, TX 76502
United States

Get Directions

Important Disclosures and Information

  • Securities are not FDIC or Government Agency, no bank guarantee, may lose value, not a bank deposit, and subject to risk.