Jason Maile
Jason Maile is a registered investment advisor at Jacobi Capital Management, LLC, based in Pittston, PA, with 18 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more. Their firm serves 2,853 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Jacobi Capital Management's investment advisory services are offered for an annual fee based on a percentage of the assets they manage. The annual fee is negotiable.
The fees are:
- $100,000 to $1,000,000: Fees up to 1.5% per year
- $1,000,001 to $5,000,000: Fees up to 1.25% per year
- Over $5,000,000: Fees up to 1.00% per year
Location
154 Enterprise Way, Pittston, PA, 18640
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jason operates Jacobi Wealth Advisors as a DBA for his LPL business and provides investment advisory services through Jacobi Capital Management LLC, dedicating nearly full-time hours to the latter. He also sells life insurance, long-term care, and fixed annuities, spending about 10-20% of his time on these activities.
Employment History
Current Registrations
Jacobi Capital Management, LLC
LPL Financial LLCBroker
Previous Registrations
Rosenzweig & Associates
Wfg Advisors, LP
Wfg Investments, INC.Broker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.