A complete list of active advisors currently associated with Jacobi Capital Management, LLC

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Jacobi Capital Management provides discretionary investment management and financial planning to individuals (including high‑net‑worth clients), pensions, retirement plans, trusts, estates, charitable organizations, corporations and municipal entities. The firm also supports basic estate‑document creation through the Trust & Will platform at no additional charge and offers access to a range of third‑party programs administered through LPL, including Manager Access Select, Optimum Market Portfolios, Model Wealth Portfolios and the Guided Wealth Portfolios (GWP) service. The firm’s stated investment process uses a multi‑disciplinary “fusion” analysis that blends models from finance, engineering, psychology and history and focuses on four metrics — valuation, monetary policy, sentiment and expectations — to build individualized “investment playbooks.” Portfolios are implemented across tactical, opportunistic and complementary sleeves and may include ETFs, mutual funds, individual equities, covered calls, cash‑secured puts, short sales and limited margin; JCM also documents position and industry risk limits (generally 3–5% per company and up to 15% per industry). Noteworthy aspects relative to peers include the formal integration of FutureAdvisor’s algorithm within LPL’s GWP offering as an advisor‑enhanced robo solution — with JCM retaining ongoing suitability review, tax‑harvesting mechanics and discretion over certain implementation details — and the firm’s explicit, no‑fee use of the Trust & Will estate‑document platform. The brochure also discloses recent governance changes (an IACCP‑designated Chief Compliance Officer) and that the firm engages and compensates non‑employee client referrers under written agreements (the disclosure notes referral payments in the range disclosed in the brochure), a practice the firm discloses as a potential conflict of interest.

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.