Timothy
Yurek
Jacobi Capital Management, LLC
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About this Advisor
Timothy Yurek is a financial advisor operating in Pittston, Pennsylvania who has 14 years of relevant experience. Yurek is an employee of Jacobi Capital Management, LLC. Yurek has gained experience at Linsco/Private Ledger Corp and Jacobi Capital Management. Yurek maintains a Series 63 license, which qualifies them as a securities broker, and is registered to work in Pennsylvania. Jacobi Capital Management, LLC is an advisory company operating out of Pittston, PA. It has offices in two locations and a total of 24 employees. It handles $1 billion in assets under management across its 5,195 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 20 charities and foundations. Of its 5,195 accounts, 32% are held by high-net-worth investors who have more than $1 million in investable assets. The business provides a broad set 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. Financial management fees largely vary depending on the financial services provided. However, fees billed by Jacobi Capital Management, LLC can 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
Timothy Yurek Work History
Timothy has been registered as a financial advisor for 14 years.*
Jacobi Capital Management
Linsco/Private Ledger Corp
*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 Timothy Yurek 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
Berwyn, PA
Pittston, PA
Berwyn, PA
Pittston, PA
Pittston, 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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