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Joseph Grayson Butcher

Advisor at Jacobi Capital Management, LLC — Pittston, PA

Updated today

Credentials

Series 66

Experience

1 year

Location

Pittston, PA 18640

Jacobi Capital Management, LLC logo

Jacobi Capital Management, LLC

Multi-team

Total advisors

32

Across 4 offices

Clients per advisor

91 High

Avg AUM per client

$821,726 High

HNW client ratio

37% High

About

Joseph Butcher is a financial advisor with Jacobi Capital Management, LLC, holding a Series 66 designation and one year of industry experience. He has been with Jacobi Capital Management and LPL Financial since 2021. Butler provides administrative support to Jacobi Capital Management LLC, an independent investment advisory firm. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement plan clients. The firm combines fundamental security analysis with a proprietary “fusion analysis” framework to create individualized investment plans and offers discretionary portfolio management, financial planning, and access to third-party wrap and model programs.

Client services

Based on Jacobi Capital Management, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Jacobi Capital Management, LLC

Active portfolio management Tax-loss harvesting

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Fee options

Fixed

Fixed fees generally range from $1,000 to $5,000 for financial planning and consulting services

Percentage

$100,000 - $1,000,000: Up to 1.5% annually $1,000,001 - $5,000,000: Up to 1.25% annually Over $5,000,000+: Up to 1.00% annually

Project-based

Minimum hourly fee of $250 for financial planning and consulting services

Other

Account minimum: $100,000 Fee-only: Financial planning and consulting fees: minimum hourly fee of $250; fixed fees generally range from $1,000 to $5,000

Location

See office

Pittston, PA

154 Enterprise Way

Pittston PA 18640

Advisors at this office

28

Most active in

Pennsylvania

Work history

1 year of industry experience

Jacobi Capital Management, LLC

2025 - Present • 1 year

Pittston, PA

LPL Financial

2025 - Present • 1 year

Pittston, PA

Jacobi Capital Management LLC

2021 - 2025 • 4 years

Pittston, PA

LPL Financial

2021 - 2025 • 4 years

Pittston, PA

Jacobi Capital Management LLC

2019 - 2019 • 1 year

Wilkes-Barre, PA

James Madison University

2017 - 2021 • 4 years

Harrisonburg, VA

Luzerne Foundation

2015 - 2017 • 2 years

Wilkes-Barre, PA

Newberry Estates Country Club

2015 - 2018 • 3 years

Dallas, PA

Wyoming Seminary College Preparatory

2014 - 2017 • 3 years

Kingston, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Matthew P

Series 65

Wilkes Barre, PA

Brookstone Wealth Advisors, LLC

The first half of my career was working in the healthcare industry. I earned a Bachelor of Science degree in Health Care Administration and a Master of Health Administration degree. Both degrees were earned from King's College, Wilkes Barre, PA. I'm also a licensed insurance agent and registered as an investment advisor representative with Brookstone Wealth Advisors. Aside from my healthcare skills transferring into financial advising, I listen to my clients without the hard selling.

General retirement planning Retirement income strategy Income planning Annuities Roth conversion strategy Educators, Teachers, and Academics Entertainment Industry Approaching retirement Young Professionals HENRY (High Earners, Not Rich Yet) Retired
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George A

CFP®

Harveys Lake, PA

George J. Appel

George Appel is a CFP® professional operating under the firm George J. Appel, with 33 years of industry experience. He provides fee-only financial planning and investment advice primarily to individuals, families, small businesses, trusts, and estates. George J. Appel serves clients who are mostly non-high-net-worth individuals, offering a range of services from hourly retainers to ongoing planning engagements. The firm emphasizes a non-discretionary investment approach, uses third-party research tools, and employs a fee structure based on flat fees and fixed-dollar billing rather than asset-based percentages.

Debt management Cash flow / budgeting Retirement income strategy General tax planning Business sale tax planning
user avatar

Jon F

CFP®, Series 63, Series 65

Blakely, PA

Flynn Financial, LLC

Jon Flynn Sr. is a financial advisor with Flynn Financial, LLC, holding the CFP® designation and Series 63 and 65 licenses, and has 26 years of industry experience. He has been with Flynn Financial since 2011. Outside of his advisory work, he is co-owner of a life insurance business with his wife and serves as president of an LLC that owns his office building. Flynn Financial provides investment advisory and financial planning services to individuals and small businesses, including those sponsoring retirement plans. The firm constructs customized portfolios using a variety of analytical methods and manages accounts with strategies tailored to tax sensitivity, liquidity, and income needs.

Options & derivatives strategies College savings (529s, UTMA, etc.) Retirement income strategy
user avatar

Shane K

Series 65

Wyoming, PA

Invictus Financial Services

Shane Kreller is a financial advisor at Invictus Financial Services with a Series 65 designation and five years of industry experience. He has been with Invictus Financial Services since 2021 and is also involved in Northeast Courier Service. His advisory work is complemented by activities in hospitality and construction through affiliated non-investment enterprises. Invictus Financial Services serves individual and high-net-worth clients by providing investment advisory and financial planning services. The firm uses fundamental and technical analysis, asset allocation strategies, and third-party research to create diversified portfolios tailored to client objectives.

Business sale tax planning Business succession planning
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Edward G

Series 63, Series 65

Scranton, PA

Northeast Advisory Group, LLC

Edward Gilmartin is a financial advisor with Northeast Advisory Group, LLC in Scranton, PA, holding Series 63 and Series 65 licenses with 34 years of industry experience. Prior to joining Northeast Advisory Group in 2019, he worked at Peoples Security Bank and LPL Financial. He is also involved with Northeast Benefit Administrators, LLC as a benefit consultant and insurance agent. Northeast Advisory Group provides investment advice to individuals, including high-net-worth clients, and retirement plans, offering asset management, consulting, participant education, and referrals to third-party money managers. The firm emphasizes mutual funds and uses the Fi360 Fiduciary Score for due diligence in its investment selection.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General retirement planning Founder/Business Owner
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Cade B

CFP®, Series 63, Series 65

West Pittston, PA

Park Lane Financial Group LLC

Cade Bekanich is a CFP® with four years of industry experience, currently affiliated with Park Lane Financial Group LLC. His prior roles include positions at LPL Financial and George J. Appel. Bekanich is also a licensed notary in Dunmore, PA. Park Lane Financial Group LLC, founded in 2024, provides discretionary asset management and financial planning to individuals and small business entities. The firm employs methods such as fundamental analysis and Monte Carlo modeling, and it may engage sub-advisors to implement investment strategies.

Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Executive
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