Jeffrey
Clemente
Jacobi Capital Management, LLC
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About this Advisor
Jeffrey Clemente is a certified financial planner working out of Pittston, Pennsylvania with a total of 8 years of industry experience. Clemente is an employee of Jacobi Capital Management, LLC. During their career, Clemente has held roles at Lpl Financial LLC and Jacobi Capital Management, LLC. Clemente has Series 63 and Series 66 licenses, qualifying them as a securities broker, and is able to advise clients in Pennsylvania. Jacobi Capital Management, LLC is a financial advisory firm headquartered in Pittston, PA. The investment advisory business has offices in two locations and a total of 24 advisors. It handles $1 billion in total assets between its 5,195 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 20 charitable organizations. Of its 5,195 customer accounts, 32% are associated with high-net-worth individuals who have greater than $1 million in assets. The business has a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules usually are based on which service is offered. Fees charged by Jacobi Capital Management, LLC most likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Jacobi Capital Management, LLC Brokerage Details
$1,427,758,220
24
5,195
$274,833
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jeffrey Clemente Work History
Jeffrey has been registered as a financial advisor for 8 years.*
Jacobi Capital Management, LLC
Lpl Financial LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeffrey Clemente to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Jacobi Capital Management, LLC
Pittston, PA
Berwyn, PA
Pittston, PA
Berwyn, PA
Pittston, PA
Pittston, PA
Berwyn, PA
Pittston, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
