Brandon M Costantino
Investment adviser representative at Jacobi Capital Management, LLC
11 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
11 years in the industry.
- Jacobi Capital Management, LLCSep 2026 to now
- LPL FinancialSep 2026 to now
- Janney Montgomery Scott LLCSep 2025 to Sep 2026
- LPL Enterprise LLCMar 2025 to Sep 2025
- UnemployeedMay 2024 to Mar 2025
- Monster Beverage CorporationAug 2023 to May 2024
- Jacobi Capital Management, LLCMay 2023 to Aug 2023
- Monster Beverage CorporationAug 2022 to May 2023
- Northeast Eagle DistributorsMay 2022 to Aug 2022
- StudentAug 2021 to May 2022
- Northeast Eagle DistributorsMay 2021 to Aug 2021
- StudentMar 2015 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7764241
- Firm CRD
- 147663