Mary E Hirthler

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

• 08/2014 → Present
  Lpl Financial Llc
  Wilkes-Barre, PA
• 06/2015 → Present
  Jacobi Capital Management, Llc
  Berwyn, PA

Other Businesses

(1) 08/19/2014 - JACOBI WEALTH ADVISORS/ DBA ONLY/ 50%/ WILKES-BARRE, PA (2) 09/15/2014: JACOBI CAPITAL MANAGEMENT, LLC - INV REL - 620 BALTIMORE DR., STE 400, WILKES BARRE, PA 18702 - REGISTERED INVESTMENT ADVISOR: (HYBRID) JACOBI CAPITAL MANAGEMENT, LLC - 50% OF TIME SPENT - INVESTMENT ADVISER REPRESENTATIVE (3) LPL; INVESTMENT-RELATED; BERWYN, PA; BROKER DEALER; ADMINISTRATIVE ASSOCIATE; 8/2014; 0 HRS/MO; 0 HRS/MO DURING SECURITIES TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2015-02-02
• S63 Uniform Securities Agent State Law Examination
  2011-08-26

Other Names

• Mary E Hirthler