A complete list of active advisors currently associated with Jacobi Capital Management, LLC
Warmer can help you find a great advisor at Jacobi Capital Management, LLC or one who fits your needs even better.
Jacobi Capital Management advises individuals (including high‑net‑worth clients) as well as institutional and retirement plan clients, providing discretionary portfolio management, financial planning and consulting, and access to third‑party wrap and model programs through major custodians. As part of its planning services the firm makes estate‑document preparation available via a third‑party platform at no additional charge to clients. The firm’s investment process combines fundamental security analysis with a proprietary “fusion analysis” framework that draws on finance, engineering, psychology and history; each client is assigned an individualized “investment playbook” and periodic reviews to maintain suitability. Portfolios are constructed across tactical, opportunistic, and complementary sleeves and may include the use of margin, short sales and option strategies alongside index funds, ETFs and third‑party model allocations, including algorithm‑driven model portfolios offered through LPL/FutureAdvisor under adviser oversight. What distinguishes Jacobi from many peers is its sponsorship of wrap fee programs and its integration of an advisor‑enhanced digital program (Guided Wealth Portfolios) where the firm retains ongoing suitability and supervisory responsibility for algorithm‑selected model allocations. The firm’s operational model is closely tied to large custodians and third‑party managers—providing broad platform access but also involving disclosed compensation and referral arrangements that clients should consider.
To learn more about the advisors currently working at Jacobi Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Jacobi Capital Management, LLC's office locations.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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