Chief Operating Officer · Jacobi Capital Management, LLC
April Lynn Vinciarelli
CRD 4136635 · Named on Form ADV at one SEC-registered adviser
At a glance
Jacobi Capital Management, LLC, an SEC-registered wealth manager based in Pittston, PA with $2.6 billion in regulatory assets, lists April Lynn Vinciarelli on its Form ADV as Chief Operating Officer, a control person.
Firms and roles
- Jacobi Capital Management, LLCChief Operating OfficerWealth manager · Pittston, PA · $2.6B in regulatory assets
AtlasMembers
April’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Michael J. HirthlerManaging Member, Jacobi Capital Management, LLC
- Suzanne E. KelloggChief Compliance Officer, Jacobi Capital Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For April’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.