Joseph
Butcher
Jacobi Capital Management, LLC
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About this Advisor
Joseph Butcher is a financial advisor who works out of Pittston, Pennsylvania who has 13 years of industry experience. Butcher is an advisor for Jacobi Capital Management, LLC. During their career, the advisor has held roles at Lpl Financial LLC and Jacobi Capital Management LLC. Butcher maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Pennsylvania. Jacobi Capital Management, LLC is a registered investment firm headquartered in Pittston, PA. It has offices in two locations and a total of 24 financial advisors. It has $1 billion in total assets across its 5,195 customer accounts, placing it among the biggest firms in the country by assets under management. The firm provides financial advisory services to 20 charitable organizations. Of its 5,195 client accounts, 32% are held by high-net-worth clients who have at least $1 million in investable assets. Jacobi Capital Management, LLC provides a broad array of services, including 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. Fees for financial management largely are based on which services are offered. However, fees charged by Jacobi Capital Management, LLC most likely include 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
Joseph Butcher Work History
Joseph has been registered as a financial advisor for 13 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 Joseph Butcher 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
Pittston, PA
Berwyn, 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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