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).
-
Total Assets Under Management1,692MILLION
-
Total Number of Accounts5,591ACCOUNTS
-
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
Amy Lynott (CRD# 5671926) 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.
Jason Maile (CRD# 5234463) is an Investment Advisor Representative working at Jacobi Capital Management, LLC in Pittston, PA and has over 16 years of experience in the finance industry.
Anthony Martinelli (CRD# 2590758) is an Investment Advisor Representative working at Jacobi Capital Management, LLC in Pittston, PA and has over 29 years of experience in the finance industry.
John McCarthy (CRD# 4344753) is an Investment Advisor Representative working at Jacobi Capital Management, LLC in Pittston, PA and has over 23 years of experience in the finance industry.
William Medico (CRD# 4009117) is an Investment Advisor Representative working at Jacobi Capital Management, LLC in Pittston, PA and has over 23 years of experience in the finance industry.
Robert Rolland (CRD# 5699585) is an Investment Advisor Representative working at Jacobi Capital Management, LLC in Pittston, PA and has over 14 years of experience in the finance industry.
Thomas Romanowski (CRD# 6497367) 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.
Stephen Salinger (CRD# 4439464) is an Investment Advisor Representative working at Jacobi Capital Management, LLC in Berwyn, PA and has over 22 years of experience in the finance industry.
Ryan Shanley (CRD# 5684336) is an Investment Advisor Representative working at Jacobi Capital Management, LLC in Pittston, PA and has over 14 years of experience in the finance industry.