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Current Employers
Jacobi Capital Management, Llc

154 Enterprise Way, Pittston, PA 18640 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-12-01
  • PA RA
    APPROVED
    Since 2025-12-01

Branch Locations

154 Enterprise Way, Pittston, PA 18640 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New York University New York NY 08/2014 05/2018
New York University New York NY 06/2018 08/2018
Wyoming Seminary College Preparatory School Kingston PA 09/2018 05/2021
The Canning House Forty Fort PA 06/2021 09/2022
Chancellor Financial Group Wb Lp Wilkes Barre PA 11/2022 03/2025
Lpl Financial Pittston PA 03/2025 Present
Jacobi Capital Management, Llc Pittston PA 03/2025 11/2025
Jacobi Capital Management, Llc Pittston PA 11/2025 Present
Chancellor Financial Group Wb Lp Wilkes-Barre PA 12/2023 03/2025
Previous Registrations
Other Businesses

1. 10/2025 - Integral Investment Group - DBA for LPL Business (entity for LPL business) - Investment Related - 86 Hour(s)/Month - 86 Hour(s) During Trading - Sugarloaf, PA 18249 - OBA Start Date: 10/14/2025 2. 12/05/2025 - Jacobi Wealth Advisors - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 03/24/2025 - 86 hours per month/ during trading 3. 12/05/2025 - Jacobi Capital Management LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 03/24/2025 - 86 hours per month/ during trading - I provide investment advisory services through Jacobi Capital Management LLC, an independent investment advisor firm. I started this business activity in 3/2024. I expect to spend approximately 86 hours per month on this activity. Please see the advisory firm's Form ADV 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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-11-19
S65 Uniform Investment Adviser Law Examination 2023-12-20
  • S63 Uniform Securities Agent State Law Examination
    2025-11-19
  • S65 Uniform Investment Adviser Law Examination
    2023-12-20

View on SEC IAPD

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