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).

Current Firm Details
154 Enterprise Way, Pittston, PA 18640
https://www.facebook.com/jacobicapital/
By the Numbers
  • Total Assets Under Management
    1,692
    MILLION
  • Total Number of Accounts
    5,591
    ACCOUNTS
  • Average Account Value
    $302,709
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
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, DE, FL, GA, MA, MD, NC, NH, NJ, NY, OH, PA, SC, TX, VA, VT, WA, WV

Financial Advisors at Jacobi Capital Management, LLC
Showing 21 - 23 of 23 top financial advisors.
21
April Lynn Vinciarelli, financial advisor Pittston PA
April Lynn Vinciarelli
CRD#: 4136635
154 Enterprise Way, Pittston, PA 18640

April Lynn Vinciarelli (CRD# 4136635) 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.

22
Timothy Yurek, financial advisor Pittston PA
Timothy J. Yurek
CRD#: 1383151
154 Enterprise Way, Pittston, PA 18640

Timothy Yurek (CRD# 1383151) is an Investment Advisor Representative working at Jacobi Capital Management, LLC in Pittston, PA and has over 37 years of experience in the finance industry.

23
Daniel McDonough, financial advisor Pittston PA
Daniel P. McDonough
CRD#: 7493325
154 Enterprise Way, Pittston, PA 18640

Daniel McDonough (CRD# 7493325) is an Investment Advisor Representative working at Jacobi Capital Management, LLC in Pittston, PA and has 1 year of experience in the finance industry.

PREV ... 1 2 3

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals