Brandan Michael Bree

Current Employers

Employment History

• 12/2023 → 11/2024
  Pillar Wealth Advisors, Llc
  West Chester, PA
• 06/2022 → 07/2023
  Atlas Private Wealth Advisors
  Matawan, NJ
• 06/2018 → 04/2022
  Emoney Advisor
  Radnor, PA
• 05/2017 → 08/2017
  Emoney Advisor
  Radnor, PA
• 08/2014 → 05/2018
  University Of South Carolina
  Columbia, SC
• 08/2023 → 11/2023
  Self
  Kennett Square, PA
• 06/2024 → Present
  Jacobi Capital Management, Llc
  Berwyn, PA
• 11/2024 → Present
  Lpl Financial
  Berwyn, PA

Previous Registrations

• 2024-01-24 → 2024-12-02
  Pillar Wealth Advisors, Llc
  Kennett Square, PA
  West Chester, PA

Other Businesses

1) 2024-11-20 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - / Jacobi Wealth Advisors - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2024-10-29 - 160hrs/mth - 8hrs/mth during trading 2) 2025-05-21 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Jacobi Wealth Advisors - Registered Investment Advisor DBA - Y - at reported business location(s) - 2024-10-29 - 160hrs/mth - 8hrs/mth during trading - 3) 2025-05-21 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Jacobi Capital Management, LLC - Registered Investment Advisor Hybrid - Y - at reported business location(s) - 2024-10-29 - 160hrs/mth - 8hrs/mth during trading 4) 2025-06-02 - None - Non-Variable Insurance - Y - at reported business location(s) - 2025-05-30 - 5hrs/mth - 5hrs/mth during trading 5) 2026-05-04 - Lion Street - Non-Variable Insurance - Y - at reported business location(s) - 2026-05-01 - 10hrs/mth - 10hrs/mth during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-05-13
• S65 Uniform Investment Adviser Law Examination
  2023-11-09