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154 Enterprise Way, Pittston, PA 18640 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-01-06 |
Branch Locations
1055 Westlakes Drive Ste 135, Berwyn, PA 19312 • United States
154 Enterprise Way, Pittston, PA 18640 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Columbia Management Investment Distributors Inc | Boston | MA | 08/2015 | 07/2019 |
| Coho Partners | Berwyn | PA | 07/2019 | 02/2024 |
| Coho Partners | Berwyn | PA | 02/2024 | 12/2024 |
| Jacobi Capital Management, Llc | Pittston | PA | 01/2025 | Present |
| Lpl Financial | Pittston | PA | 03/2025 | Present |
1 - 03/2025 - Jacobi Wealth Advisors - DBA for LPL Business (entity for LPL business) - Inv Related - 86 Hours/Month - 86 Hours During Trading - At reported business location(s). 2.03/12/2025 - Jacobi Wealth Advisors - Registered Investment Advisor DBA - Inv Related - At reported business location(s) - 86 Hours/Month - 86 Hours During Trading . 3.03/12/2025 - Jacobi Capital Management LLC - Registered Investment Advisor Hybrid - Inv Related - At reported business location(s) - 86 Hours/Month - 86 Hours During Trading .
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-05-09 |
| S65 | Uniform Investment Adviser Law Examination | 2015-09-29 |
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