Richard Collins Clark
Investment adviser representative at Jacobi Capital Management, LLC
15 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$2.6BFirm assets
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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
15 years in the industry.
- Jacobi Capital Management, LLCJun 2024 to now
- LPL Financial LLCJun 2024 to now
- Pillar Wealth Advisors, LLCDec 2011 to Oct 2024
- Hornor Townsend & Kent IncDec 2011 to Jun 2024
- Penn Mutual Life Ins CoDec 2011 to Jun 2024
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2005
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
- 5021472
- Firm CRD
- 147663