Mathew S. Hammer

JACOBI CAPITAL MANAGEMENT

Berwyn, PA 19312

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CRD#: 1770366

Professional summary

Mathew Stephan Hammer, who also goes by Mat Hammer, Matthew Stephan Hammer, is a registered financial advisor currently at JACOBI CAPITAL MANAGEMENT, LLC located in Berwyn, Pennsylvania.

Mathew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Mathew has worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mat Hammer | Matthew Stephan Hammer

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)5/30/17- Non-Variable Insurance- LIFE, LTC, FIXED ANNUITIES- Inv. Related- Berwyn, PA- 5%

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mathew Stephan Hammer's CRS (Customer Relationship Summary).

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®

None

Experience

Current

May 30, 2017 - Present

JACOBI CAPITAL MANAGEMENT, LLC

Office #1: 1055 Westlakes Drive Suite 130, Berwyn, PA 19312

RIA

CRD#: 147663

Berwyn, PA

Past

May 30, 2017 - November 10, 2017

LPL FINANCIAL LLC

CRD#: 6413

BERWYN, PA

Past

September 9, 2014 - August 2, 2017

RZ WEALTH

RIA

CRD#: 172573

WAYNE, PA

Past

January 27, 2006 - July 14, 2016

WFG ADVISORS, LP

RIA

CRD#: 125073

WAYNE, PA

Past

January 27, 2006 - May 30, 2017

WFG INVESTMENTS, INC.

CRD#: 22704

WAYNE, PA

Past

January 1, 2004 - February 2, 2006

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

WAYNE, PA

Past

January 1, 2004 - February 2, 2006

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

PITTSBURGH, PA

Past

October 2, 2002 - January 1, 2004

J.J.B. HILLIARD, W.L. LYONS, LLC

RIA

CRD#: 453

WAYNE, PA

Past

June 1, 2002 - January 1, 2004

J.J.B. HILLIARD, W.L. LYONS, LLC

CRD#: 453

LOUISVILLE, KY

Past

March 1, 1994 - June 1, 2002

PNC BROKERAGE CORP

CRD#: 34671

PITTSBURGH, PA

Past

December 22, 1992 - March 9, 1994

CAPITAL BROKERAGE CORPORATION

CRD#: 10465

GLEN ALLEN, VA

Past

November 11, 1991 - October 2, 1992

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

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".

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.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(5/30/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/1/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/22/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 11/10/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/8/1991

General Securities Representative Examination

Current Firm

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)

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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

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

JACOBI CAPITAL MANAGEMENT LLC FORM ADV PART 2A & APPENDIX (3/31/2025)

Regulatory assets under management

Total Number of Accounts	6,314
AUM (Assets Under Management)	$ 2,190,387,155

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Mathew S. Hammer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mathew Stephan Hammer's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

RZ WEALTH

WFG ADVISORS, LP

WFG INVESTMENTS, INC.

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

J.J.B. HILLIARD, W.L. LYONS, LLC

J.J.B. HILLIARD, W.L. LYONS, LLC

PNC BROKERAGE CORP

CAPITAL BROKERAGE CORPORATION

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

JACOBI CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/1/2002

Series 63

Date: 11/22/1991

SIE

Date: 11/10/2017

Series 7

Date: 11/8/1991

Current Firm

JACOBI CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

JACOBI CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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