Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
4K Ubiquity Retirement Wins Inc. Award, Manulife John Hancock Honored for AI Integration, and More: Corporate RoundupWM Truist Names New Wealth Co-Heads in Leadership ShakeupIN American Express to make job cuts as AI revolution ramps upIN SEC’s 2027 exam priorities put RIA conflicts and cyber risks in focusWM Who Wears the Cost?WM WealthStack Roundup: Syntax Integrates With Schwab's iRebal to Streamline Direct IndexingFP Independents lag on AI. Here's how they can catch upSEC SEC Announces Fiscal Year 2027 Examination PrioritiesWSR The Rise Of The Fractional Family OfficeIN Fintech bytes: SEI, FinTurk and Powerlytics unveil new advisor tools

Financial ADVSR advisor directory · SEC adviser records

Jacobi Capital Management, LLC financial advisors

Every SEC-registered investment adviser representative at Jacobi Capital Management, LLC, by the state and city of the office they work from.

27 registered advisors work at Jacobi Capital Management, LLC, in 3 states and 5 cities; the most are in Pittston, PA (19). 4 list the CFP designation and 23 are also registered broker representatives.

Search every Jacobi Capital Management, LLC advisor by name →Who joined and left Jacobi Capital Management, LLC →Jacobi Capital Management, LLC: assets, clients and custodians →

Cities with the most Jacobi Capital Management, LLC advisors

Pittston, PA 19Berwyn, PA 5Simpsonville, SC 1Wilkes Barre, PA 1Wilmington, DE 1

Jacobi Capital Management, LLC advisors by state

Jacobi Capital Management, LLC in Pennsylvania 25

Pittston 19Berwyn 5Wilkes Barre 1

Jacobi Capital Management, LLC in Delaware 1

Wilmington 1

Jacobi Capital Management, LLC in South Carolina 1

Simpsonville 1

Questions

How many financial advisors does Jacobi Capital Management, LLC have?

27 investment adviser representatives are registered with Jacobi Capital Management, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 3 states and 5 cities. 4 list the CFP designation and 23 are also registered as broker representatives.

Where does Jacobi Capital Management, LLC have the most advisors?

Pittston, PA, with 19 registered advisors, then Berwyn, PA (5). By state, Pennsylvania has the most, with 25.

How do I find a Jacobi Capital Management, LLC financial advisor near me?

Pick your state below, then your city, to see every Jacobi Capital Management, LLC advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Jacobi Capital Management, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →