Jacobi Capital Management, LLC
Jacobi Capital Management, LLC (CRD# 147663) is a financial advisory firm headquartered in Pittston, PA. They manage $1,692,446,290 in 5,591 accounts and serve the financial needs of clients across 22 states (or territories).
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Total Assets Under Management1,692MILLION
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Total Number of Accounts5,591ACCOUNTS
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Average Account Value$302,709
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AZ, CA, CO, CT, DC, DE, FL, GA, MA, MD, NC, NH, NJ, NY, OH, PA, SC, TX, VA, VT, WA, WV
Andrew Avellan (CRD# 4675877) is an Investment Advisor Representative working at Jacobi Capital Management, LLC in Pittston, PA and has over 20 years of experience in the finance industry.
Rodman Azar (CRD# 2655079) is an Investment Advisor Representative working at Jacobi Capital Management, LLC in Pittston, PA and has over 28 years of experience in the finance industry.
Joseph Butcher (CRD# 4838389) is an Investment Advisor Representative working at Jacobi Capital Management, LLC in Pittston, PA and has over 19 years of experience in the finance industry.
Jeffrey Clemente (CRD# 5673884) is an Investment Advisor Representative working at Jacobi Capital Management, LLC in Pittston, PA and has over 12 years of experience in the finance industry.
Karen Darby (CRD# 6071432) is an Investment Advisor Representative working at Jacobi Capital Management, LLC in Pittston, PA and has over 8 years of experience in the finance industry.
Francis Haas (CRD# 3156985) is an Investment Advisor Representative working at Jacobi Capital Management, LLC in Berwyn, PA and has over 25 years of experience in the finance industry.
Mathew Hammer (CRD# 1770366) is an Investment Advisor Representative working at Jacobi Capital Management, LLC in Berwyn, PA and has over 32 years of experience in the finance industry.
Mary Hirthler (CRD# 5808615) is an Investment Advisor Representative working at Jacobi Capital Management, LLC in Berwyn, PA and has over 12 years of experience in the finance industry.
Michael Hirthler (CRD# 1370229) is an Investment Advisor Representative working at Jacobi Capital Management, LLC in Wilkes-Barre, PA and has over 38 years of experience in the finance industry.
Kathleen Johnson (CRD# 1966517) is an Investment Advisor Representative working at Jacobi Capital Management, LLC in Berwyn, PA and has over 32 years of experience in the finance industry.