Michael J. Hirthler
JACOBI CAPITAL MANAGEMENT | Chief Investment Officer, Founder
WILKES BARRE, PA 18702
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CRD#: 1370229
Professional summary
Michael Joseph Hirthler, who also goes by Joe Hirthler, is a registered financial advisor currently at JACOBI CAPITAL MANAGEMENT, LLC located in Wilkes Barre, Pennsylvania and LPL FINANCIAL LLC located in Pittston, Pennsylvania.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Michael has worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Biography
“It’s such a simple idea. It’s the Golden Rule. You want to deliver to the world what you would want to buy if you were on the other end.” – Charles Munger
For over 30 years, Jacobi Capital Management has been providing independent investment advice to families, individuals and businesses to create investment strategies to help them reach their goals and optimize the probability of success. We strive to listen to every client carefully and thoughtfully, to consider their objectives and risk parameters, and to deliver on their unique goals. We take our role as trusted advisor seriously and have adopted The Jacobi Method ™ to help us maintain our course. To execute a strategy on your behalf, we ask the question, “What if…then what?” to think through the possible blind spots.
As a Registered Investment Adviser, we always act as a fiduciary with the golden rule encompassing the philosophy and foundation of our business. We actively seek to deliver the same advice, investment management and education that we deliver to ourselves and our own families. We hold ourselves to the highest standards, striving to serve clients in ways which are relevant to their distinct needs. We approach everything we do with thoroughness, professionalism and attention to detail, while proactively providing ideas, options, answers and clarity.
Question & Answer
What are your service offerings?
Trading individual securities
Insurance
Institutional consulting
Trust & estate planning
Financial planning
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Joe Hirthler
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. 10/30/08- JACOBI CAPITAL MANAGEMENT, LLC/WE WILL PROVIDE FINANCIAL PLANS AND ADVICE AND WILL CHARGE 0 TO $5000/ 90% OF TIME/ WILKES BARRE, PA 2. 01/20/2015 - JACOBI CAPITAL MANAGEMENT, LLC - REGISTERED INVESTMENT ADVISOR DBA - JACOBI WEALTH ADVISORS - TIME SPENT 17 HOURS PER MONTH - WILKES BARRE, PA. 3. 3/29/2016: No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 03/11/2016 - 2 Hours Per Month During Securities Trading. 4. 4/6/2018 - Andus Health Benefits - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 04/03/2018 - 1 Hour Per Month/0 During Securities Trading. 5. 4/7/2021 - Mass Mutual Eastern PA - Investment Related - Agency Address: 220 Gibraltar Road, Suite 350 | Horsham, PA 19044 - Non-Variable Insurance - Started 04/01/2021 - 1 Hour Per Month/0 Hours During Securities Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Joseph Hirthler's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 14, 2009 - Present
JACOBI CAPITAL MANAGEMENT, LLC
Office #1: 620 Baltimore Drive, Wilkes Barre, PA 18702RIA
CRD#: 147663
WILKES BARRE, PA
Current
November 11, 1993 - Present
LPL FINANCIAL LLC
Office #1: 154 Enterprise Way, Pittston, PA 18640RIA
BD
CRD#: 6413
Pittston, PA
Past
March 4, 1993 - November 17, 1993
GUARDIAN INVESTOR SERVICES LLC
BD
CRD#: 6635
NEW YORK, NY
Past
June 7, 1990 - March 11, 1993
ROBERT THOMAS SECURITIES, INC
BD
CRD#: 10147
ST. PETERSBURG, FL
Past
June 29, 1989 - June 29, 1990
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
Past
November 27, 1985 - July 15, 1989
THOMSON MCKINNON SECURITIES INC.
BD
CRD#: 829
Past
July 23, 1985 - November 26, 1985
CINCINNATI ANALYSTS, INC.
BD
CRD#: 5478
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
JC
JACOBI CAPITAL MANAGEMENT, LLC
JACOBI CAPITAL MANAGEMENT, LLC | JACOBI WEALTH ADVISORS
CRD#: 147663 / SEC#: 801-69398
RIA
Registered Investment Advisory firm - (8/7/2008 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(2/2/2024)
RR
Arizona(3/24/1999)
RR
Arkansas(1/11/2021)
RR
California(3/23/1999)
RR
Colorado(8/28/2012)
RR
Connecticut(11/10/2003)
RR
Delaware(7/6/2005)
RR
District of Columbia(1/11/2021)
RR
Florida(4/21/1998)
RR
Georgia(1/3/2007)
RR
Illinois(4/13/2001)
RR
Indiana(8/12/2020)
RR
Kansas(12/4/2020)
RR
Maine(1/2/2018)
RR
Maryland(9/8/2000)
RR
Massachusetts(9/8/2000)
RR
Michigan(3/9/2017)
RR
Minnesota(2/5/2020)
RR
Mississippi(1/22/2015)
RR
Missouri(1/4/2021)
RR
Nevada(4/15/2003)
RR
New Hampshire(5/28/1998)
RR
New Jersey(6/25/1997)
RR
New York(8/25/1999)
RR
North Carolina(7/18/2000)
RR
Ohio(12/6/1995)
RR
Oregon(10/6/2014)
RR
Pennsylvania(11/11/1993)
IAR
Pennsylvania(5/14/2009)
RR
Rhode Island(8/9/2002)
RR
South Carolina(11/27/2001)
RR
Texas(8/24/2013)
IAR
Texas(10/1/2021)
RR
Virginia(3/8/2005)
RR
Washington(1/11/2016)
RR
Wisconsin(1/4/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
JC
JACOBI CAPITAL MANAGEMENT, LLC
JACOBI CAPITAL MANAGEMENT, LLC | JACOBI WEALTH ADVISORS
CRD#: 147663 / SEC#: 801-69398
RIA
Registered Investment Advisory firm - (8/7/2008 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
154 Enterprise Way, Pittston, PA 18640
Mailing Address
Phone number
(570) 826-1801
Established
Firm type
Fiscal year end
# of Employees
28
SEC notice filing (26 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,314 |
| AUM (Assets Under Management) | $ 2,190,387,155 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
JACOBI CAPITAL MANAGEMENT, LLC
Chief Investment Officer, FounderCRD#: 147663Wilkes Barre, PA 18702TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
