Mathew Stephan Hammer

Employer firm

Jacobi Capital Management, LLC CRD 147663

$2.64B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• 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