Jason James Maile

Current Employers

Employment History

• 06/2006 → 04/2017
  Wfg Investments, Inc.
  Media, PA
• 09/2014 → 04/2017
  Renaissance Investment Consultants Holding Co.
  Wayne, PA
• 05/2017 → Present
  Lpl Financial, Llc
  Berwyn, PA
• 04/2017 → Present
  Jacobi Capital Management, Llc
  Berwyn, PA

Previous Registrations

• 2014-09-09 → 2017-08-02
  Rz Wealth
  Wayne, PA
• 2007-06-08 → 2016-07-14
  Wfg Advisors, Lp
  Wayne, PA

Other Businesses

1) 04/07/2017 - Jacobi Wealth Advisors- - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 04/21/2017 - 34 hr/mth 2) 04/07/2017 - Non-Variable Insurance - inv rel - at reported business location(s) - sells: Life, Long Term Care, Fixed Annuities - 17 hr/mth. 3) 5/24/2017 - Jacobi Capital Management, LLC - DBA: (Hybrid) Jacobi Wealth Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 04/21/2017 - 121 Hours Per Month - Time Spent 70% - I provide investment advisory services through Jacobi Capital Management LLC, an independent investment advisor firm. I started this business activity in 04/21/2017. I expect to spend approximately [121 hours per month] on this activity. Please see the Form ADV of the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 5/24/2017 - Jacobi Capital Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 04/21/2017 - 121 Hours Per Month During Securities Trading - Time Spent 70% - I provide investment advisory services through Jacobi Capital Management LLC, an independent investment advisor firm. I started this business activity in 04/21/2017. I expect to spend approximately [121 hours per month] on this activity. Please see the Form ADV of the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5) 8/18/2017 - Apex Strategic Partners, LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 05/31/2017 - 40 Hours Per Month During Securities Trading - Brokerage and Insurance Commissions, RIA Revenue. 6) 5/10/2019 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Started 01/01/2008 - 5 Hours Per Month/4 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2007-06-04