Jacobi Wealth Advisors Email Formats
Financial Services • 
Tredyffrin, Pennsylvania, United States • 11-20 Employees
Jacobi Wealth Advisors Email Formats
Jacobi Wealth Advisors uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 42.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name}@company.com | john.doe@company.com | 42.1% |
{first name}@company.com | john@company.com | 25.3% |
{first name initial}{last name}@company.com | {first name initial}doe@company.com | 14.8% |
{first name}{last name}@company.com | johndoe@company.com | 10.2% |
{last name}@company.com | doe@company.com | 7.6% |
Key Contacts at Jacobi Wealth Advisors
Michael D. Lovecchio
Director Of Client Experience & Senior Partner
Jackie Herrin
Director Of Operations & Insurance Specialist
Company overview
| Headquarters | 1055 Westlakes Drive Suite 135, Berwyn, PA 19312, US |
| Phone number | +16107225894 |
| Website | |
| NAICS | 52 |
| Keywords | Wealth Management, Business Succession, Retirement Planning, Life Insurance, Estate Planning, Education Funding, Long-Term Care Planning, Tax Reduction Strategies, Disability Income Planning |
| Founded | 2014 |
| Employees | 11-20 |
| Socials |
About Jacobi Wealth Advisors
At Jacobi Wealth Advisors, our experienced team of professionals is collectively focused on providing customized financial planning and independent investment management. The philosophy and foundation of our business is the golden rule, where we seek to deliver our clients the same advice, investments and education that we deliver to ourselves and our own families. Our mission is to help you achieve and maintain a better financial future by following The Jacobi Method™. First, we help you to envision your financial goals and imagine yourself at the finish line. Then, we help you think backwards through a maze of problems, mistakes and pitfalls which might prevent you from reaching that finish line. After this inverted perspective comes into focus, we like to say, "Now, you're ready to begin." Third party posts found on this profile do no reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.jacobiwealth.com. Securities offered through LPL Financial, Member SIPC www.sipc.org. Investment advice offered through Jacobi Capital Management LLC, A Registered Investment Adviser. Jacobi Capital Management, LLC and Jacobi Wealth Advisors are separate entities from LPL Financial.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Jacobi Wealth Advisors has 6 employees across 3 departments.
Departments
Number of employees
Funding Data
Jacobi Wealth Advisors has never raised funding before.
Jacobi Wealth Advisors Tech Stack
Discover the technologies and tools that power Jacobi Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
CDN
PaaS
Search engines
Security
JavaScript libraries
Tag managers
Hosting
Marketing automation
Security
JavaScript libraries
Spain
United Kingdom
Mexico
CanadaFrequently asked questions
4.8
40,000 users
