Brandan Michael Bree
Investment adviser representative at Jacobi Capital Management, LLC
12 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
12 years in the industry.
- LPL FinancialNov 2024 to now
- Jacobi Capital Management, LLCJun 2024 to now
- Pillar Wealth Advisors, LLCDec 2023 to Nov 2024
- SelfAug 2023 to Nov 2023
- Atlas Private Wealth AdvisorsJun 2022 to Jul 2023
- Emoney AdvisorJun 2018 to Apr 2022
- Emoney AdvisorMay 2017 to Aug 2017
- University of South CarolinaAug 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 2 states (DE, 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
- 6369478
- Firm CRD
- 147663