Helena Marie Benedetto-erman
Investment adviser representative at Jacobi Capital Management, LLC
13 yearsExperience
2 statesRegistered 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
13 years in the industry.
- Jacobi Capital Management, LLCJun 2024 to now
- Helena M. Benedetto-ermanOct 2019 to now
- Northstar Financial & Retirement PlanningJun 2019 to Mar 2024
- UnemployedJun 2018 to Jun 2019
- Koch Insurance BrokersOct 2017 to Jun 2018
- UnemployedOct 2013 to Oct 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (PA, SC).
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
- 5026651
- Firm CRD
- 147663