Berwyn, PA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Jacobi Capital Management, LLC
Multi-team
Firm-wide stats for Jacobi Capital Management, LLC
About
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.
Based on Jacobi Capital Management, LLC
Location
1055 Westlakes Drive Suite 135
Berwyn PA 19312
Advisors at this office
2
Advisors at this office
Michael L
CFP®, Series 66
Berwyn, PA
Jacobi Capital Management, LLC
Michael Lovecchio is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Jacobi Capital Management, LLC. He has worked at Jacobi Capital Management since 2017 and has prior experience with LPL Financial LLC, Renaissance Investment Consultants Holding Co., WFG Investments Inc., and Equitable Advisors. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement plan clients, offering discretionary portfolio management, financial planning, and consulting services. The firm’s investment approach combines fundamental security analysis with a proprietary “fusion analysis” framework and integrates advisor-enhanced digital programs alongside traditional and algorithm-driven model portfolios.
Francis H
Series 63, Series 66
Berwyn, PA
Jacobi Capital Management, LLC
Francis Haas Jr. is a financial advisor with Jacobi Capital Management, LLC, holding Series 63 and Series 66 licenses and 27 years of industry experience. His prior roles include positions at LPL Financial, Renaissance Investment Consultants Holding Company, and Williams Financial Group. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement plan clients. The firm uses a proprietary investment process combining fundamental analysis with a multi-disciplinary “fusion analysis” framework, providing individualized investment playbooks and portfolios constructed with a range of strategies including margin, short sales, options, ETFs, and third-party model allocations.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
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.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)