Francis Joseph Haas

Current Employers

Employment History

• 04/2003 → 04/2017
  Williams Financial Group
  Media, PA
• 09/2014 → 05/2017
  Renaissance Investment Consultants Holding Company
  Wayne, PA
• 05/2017 → Present
  Jacobi Capital Management, Llc
  Berwyn, PA
• 05/2017 → Present
  Lpl Financial Llc
  Berwyn, PA

Previous Registrations

• 2014-09-09 → 2017-08-02
  Rz Wealth
  Wayne, PA
• 2003-06-25 → 2016-07-14
  Wfg Advisors, Lp
  Wayne, PA

Other Businesses

1) 5/22/2017 - JACOBI WEALTH ADVISORS - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 4/21/2017 - 34 Hours Per Month During Securities Trading - Time Spent 20%. 2) 5/22/2017 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 4/21/2017 - 17 Hours Per Month During Securities Trading - Time Spent 10% - LIFE, LTC, FIXED ANNUITIES. 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 4/21/2017 - 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. 4) 5/24/2017 - Jacobi Capital Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 4/21/2017 - 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) 9/21/2017 - Apex Strategic Partners, LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 05/31/2017 - 20 Hours Per Month/4 Hours During Securities Trading. 6). 07/17/2019 - Premier Brokerage Services, Inc. - Investment related - At reported business location(s) - Non-Variable Insurance - start date:01/01/2018 - 4 hrs/mo - 0 hrs during trading. 7. 10/03/2019 - Crump Life Insurance - Investment related - At reported business location(s) - Non-Variable Insurance - start date:05/22/2017 - 0 hrs/mo - 0 hrs during trading.

Exams

• S66 Uniform Combined State Law Examination
  2002-12-19
• S63 Uniform Securities Agent State Law Examination
  1999-01-11

Other Names

• Frank J Haas