Joseph James Butcher

Current Employers

Employment History

• 02/2009 → Present
  Lpl Financial Llc
  Wilkes-Barre, PA
• 01/2010 → Present
  Jacobi Capital Management Llc
  Wilkes-Barre, PA

Previous Registrations

• 2004-12-06 → 2009-03-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wilkes Barre, PA
  Wilkes-Barre, PA

Other Businesses

1. 02/09/2010: JACOBI CAPITAL MANAGEMENT - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR: (HYBRID) JACOBI CAPITAL MANAGEMENT - 50% OF TIME SPENT - (HYBRID) ASSET MANAGEMENT AND FINANCIAL PLANNING 2. 02/11/2015: JACOBI CAPITAL MANAGEMENT, LLC - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA: JACOBI WEALTH ADVISORS - START 01/16/2015 - 17 HR/MO ALL DURING SECS TRDG HRS 3. 05/07/2015: JACOBI WEALTH ADVISORS - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) - START 05/07/2015 - 30 HR/MO ALL DURING SECS TRDG HRS 4. 11/18/2015 - Joseph J. Butcher Wealth Management - INV REL - 620 Baltimore Drive, Suite 400, Wilkes-Barre, PA 18702 - Business Entity For Tax/Investment Purposes Only - START 11/13/2015 - 160 HOURS PER MONTH, 6 DURING TRADING - LPL Financial Brokerage Commissions and Jacobi Capital Management Advisory and Consulting Fees. 5. 11/16/2022 - Integral Investment Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 03/01/2017 - 100 Hours Per Month/8 Hours During Securities Trading. 6. 09/04/2025 - 662 Main Sugarloaf LLC - Real Estate Rental - Sugarloaf, PA - Inv Rel - Start date: 08/13/2025 - 4 Hours Per Month/0 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2004-12-03

Other Names

• Joseph Butcher