Jacobi Capital Management, LLC

Jacobi Capital Management, LLC (CRD# 147663) is a financial advisory firm headquartered in Wilkes-Barre, PA. They manage $384,020,914 in 1,957 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    384
    MILLION
  • Total Number of Accounts
    1,957
    ACCOUNTS
  • Average Account Value
    $196,229
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, DE, FL, GA, MD, NC, NH, NJ, NY, OH, PA, SC, TX, VA

Financial Advisors at Jacobi Capital Management, LLC
Showing 1 - 10 of 16 top financial advisors.
1
Jeffrey P. Clemente
CRD#: 5673884
620 Baltimore Drive, Wilkes-Barre, PA 18702
96
Wealthminder
score

Jeffrey Clemente (CRD# 5673884) is an Investment Advisor Representative working at Jacobi Capital Management, LLC in Wilkes-Barre, PA and has over 6 years of experience in the finance industry. Jeffrey Clemente has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Rodman C. Azar
CRD#: 2655079
620 Baltimore Drive, Wilkes-Barre, PA 18702
93
Wealthminder
score

Rodman Azar (CRD# 2655079) is an Investment Advisor Representative working at Jacobi Capital Management, LLC in Wilkes-Barre, PA and has over 22 years of experience in the finance industry.

3
J. Gregory Banks
CRD#: 5455128
620 Baltimore Drive, Wilkes-Barre, PA 18702
93
Wealthminder
score

J. Gregory Banks (CRD# 5455128) is an Investment Advisor Representative working at Jacobi Capital Management, LLC in Wilkes-Barre, PA and has over 8 years of experience in the finance industry.

4
Joseph J. Butcher
CRD#: 4838389
620 Baltimore Drive, Wilkes-Barre, PA 18702
93
Wealthminder
score

Joseph Butcher (CRD# 4838389) is an Investment Advisor Representative working at Jacobi Capital Management, LLC in Wilkes-Barre, PA and has over 13 years of experience in the finance industry.

5
Francis J. Haas
CRD#: 3156985
620 Baltimore Drive, Wilkes-Barre, PA 18702
93
Wealthminder
score

Francis Haas (CRD# 3156985) is an Investment Advisor Representative working at Jacobi Capital Management, LLC in Wilkes-Barre, PA and has over 19 years of experience in the finance industry.

6
Mathew S. Hammer
CRD#: 1770366
1055 Westlakes Drive, Suite 135, Berwyn, PA 19312
93
Wealthminder
score

Mathew Hammer (CRD# 1770366) is an Investment Advisor Representative working at Jacobi Capital Management, LLC in Berwyn, PA and has over 26 years of experience in the finance industry.

7
Mary E. Hirthler
CRD#: 5808615
1055 Westlakes Drive, Suite 135, Berwyn, PA 19312
93
Wealthminder
score

Mary Hirthler (CRD# 5808615) is an Investment Advisor Representative working at Jacobi Capital Management, LLC in Berwyn, PA and has over 6 years of experience in the finance industry.

8
Michael J. Hirthler
CRD#: 1370229
620 Baltimore Drive, Wilkes-Barre, PA 18702
93
Wealthminder
score

Michael Hirthler (CRD# 1370229) is an Investment Advisor Representative working at Jacobi Capital Management, LLC in Wilkes-Barre, PA and has over 32 years of experience in the finance industry.

9
Jason J. Maile
CRD#: 5234463
620 Baltimore Drive, Wilkes-Barre, PA 18702
93
Wealthminder
score

Jason Maile (CRD# 5234463) is an Investment Advisor Representative working at Jacobi Capital Management, LLC in Wilkes-Barre, PA and has over 10 years of experience in the finance industry.

10
John B. McCarthy
CRD#: 4344753
620 Baltimore Drive, Wilkes-Barre, PA 18702
93
Wealthminder
score

John McCarthy (CRD# 4344753) is an Investment Advisor Representative working at Jacobi Capital Management, LLC in Wilkes-Barre, PA and has over 17 years of experience in the finance industry.

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