Joseph Robert Ciavarelli

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

• 08/2015 → 07/2019
  Columbia Management Investment Distributors Inc
  Boston, MA
• 07/2019 → 02/2024
  Coho Partners
  Berwyn, PA
• 02/2024 → 12/2024
  Coho Partners
  Berwyn, PA
• 01/2025 → Present
  Jacobi Capital Management, Llc
  Pittston, PA
• 03/2025 → Present
  Lpl Financial
  Pittston, PA

Previous Registrations

• 2015-10-05 → 2019-07-17
  Columbia Management Investment Advisers, Llc
  Boston, MA
  Albany, NY
  Saratoga Springs, NY

Other Businesses

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 .

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-05-09
• S65 Uniform Investment Adviser Law Examination
  2015-09-29

Designations

• Chartered Financial Analyst

Other Names

• Joseph R Ciavarelli