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Mathew Stephan Hammer

Jacobi Capital Management, LLC

Berwyn, PA

Pittston, PA

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Current Employers
Jacobi Capital Management, Llc

154 Enterprise Way, Pittston, PA 18640 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2017-05-30
  • PA RA
    APPROVED
    Since 2017-05-30

Branch Locations

1055 Westlakes Drive Suite 135, Berwyn, PA 19312 • United States

154 Enterprise Way, Pittston, PA 18640 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wfg Investments, Inc. Dallas TX 01/2006 05/2017
Renaissance Investment Consultants Holding Co Wayne PA 09/2014 05/2017
Lpl Financial Llc Berwyn PA 05/2017 11/2017
Jacobi Capital Management, Llc Berwyn PA 05/2017 Present
  • 01/2006 → 05/2017
    Wfg Investments, Inc.
    Dallas, TX
  • 09/2014 → 05/2017
    Renaissance Investment Consultants Holding Co
    Wayne, PA
  • 05/2017 → 11/2017
    Lpl Financial Llc
    Berwyn, PA
  • 05/2017 → Present
    Jacobi Capital Management, Llc
    Berwyn, PA
Previous Registrations
  • 2014-09-09 → 2017-08-02
    Rz Wealth
    Wayne, PA
  • 2006-01-27 → 2016-07-14
    Wfg Advisors, Lp
    Wayne, PA
  • 2004-01-01 → 2006-02-02
    Pnc Wealth Management Llc
    Wayne, PA
  • 2002-10-02 → 2004-01-01
    J.J.B. Hilliard, W.L. Lyons, Llc
    Wayne, PA
Other Businesses

1)5/30/17- Non-Variable Insurance- LIFE, LTC, FIXED ANNUITIES- Inv. Related- Berwyn, PA- 5%

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-10-01
S63 Uniform Securities Agent State Law Examination 1991-11-22
  • S65 Uniform Investment Adviser Law Examination
    2002-10-01
  • S63 Uniform Securities Agent State Law Examination
    1991-11-22
Other Names
  • Matthew Stephan Hammer
  • Mat Hammer

View on SEC IAPD

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