About Jacobi Capital Management, LLC, a Registered Investment Adviser

Jacobi Capital Management provides independent investment advice and proprietary investment management services to individuals (including high net worth individuals), partnerships, corporations, non-profit organizations, pensions and retirement plans, trusts, and estates. Our mission is to help you achieve and maintain a better financial future by following The Jacobi MethodTM. First, we help you to envision your financial goals and imagine yourself at the finish line. Then, we help you think ba

Company Highlights
Year Founded

2008

icon-altEmployees

14

Location (HQ)

USA

Monthly Website Visitors

6.8K

icon-altYoY Headcount Growth

16.53%

Key Metrics

Senior Hires

NameLinkedin ProfilePositionDate Joined
John Doehttps://www.linkedin.com/in/johndoeCEOCEO
Jane Doehttps://www.linkedin.com/in/janedoeCTOCTO
John Smithhttps://www.linkedin.com/in/johnsmithCFOCFO
Jane Smithhttps://www.linkedin.com/in/janesmithCOOCOO
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