Kathleen
Johnson
Jacobi Capital Management, LLC
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About this Advisor
Kathleen Johnson is a financial advisor based in Pittston, Pennsylvania with a total of 1 year of industry experience. Johnson is on the advisory team at Jacobi Capital Management, LLC. During their career, the advisor has held roles at Metlife Securities, Massachusetts Mutual Life Insurance Company, Mml Investors Services, LLC, Lpl Financial LLC and Jacobi Capital Management, LLC. Johnson maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in Pennsylvania. Jacobi Capital Management, LLC is a financial advisory business that has its headquarters in Pittston, PA. It has offices in two locations and a total of 24 advisors. It handles $1 billion in assets across its 5,195 client accounts, placing it among the biggest firms in the country by assets under management. The firm advises 20 charitable organizations. Of its 5,195 customer accounts, 32% are held by high-net-worth clients who have at least $1 million in investable assets. The advisory firm has a number 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 are based on which services the firm provides the client. Fees billed 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
Kathleen Johnson Work History
Kathleen has been registered as a financial advisor for 1 years.*
Lpl Financial LLC
Jacobi Capital Management, LLC
Mml Investors Services, LLC
Massachusetts Mutual Life Insurance Company
Metlife Securities
*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 Kathleen Johnson 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
Pittston, PA
Berwyn, PA
Berwyn, PA
Pittston, 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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