Robert
Rolland
Jacobi Capital Management, LLC
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About this Advisor
Robert Rolland is a financial advisor based in Pittston, Pennsylvania, working with Jacobi Capital Management, LLC. Robert has previously held positions at Bank Of America, N.A, Lpl Financial LLC, Jacobi Capital Management, LLC, and Merrill Lynch, Pierce, Fenner & Smith Inc. Robert has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Robert is part of Jacobi Capital Management, LLC, which operates out of Pittston, Pennsylvania. The firm has 2 offices and 24 employees. The firm manages assets totaling $1.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Jacobi Capital Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Jacobi Capital Management, LLC Brokerage Details
$1,692,446,290
24
5,591
$302,709
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
Robert Rolland Work History
Lpl Financial LLC
Jacobi Capital Management, LLC
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Disclosures
Please visit the SEC profile of Robert Rolland 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
Pittston, PA
Pittston, PA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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