Andrew Richard Avellan
Investment adviser representative at Jacobi Capital Management, LLC
23 yearsExperience
1 stateRegistered in
$2.6BFirm assets
18 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
23 years in the industry.
- Jacobi Capital Management, LLCMar 2021 to now
- LPL Financial, LLCMar 2021 to now
- Equitable Advisors, LLCJun 2003 to Jan 2021
- AXA Advisors, LLCJun 2003 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (PA).
Jacobi Capital Management, LLC
$2.6BAssets managed
3,024Clients
32Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4675877
- Firm CRD
- 147663