BB
Brandan M. Bree
JACOBI CAPITAL MANAGEMENT
Wilmington, DE 19801
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CRD#: 6369478
BB
Professional summary
Brandan Michael Bree is a registered financial advisor currently at JACOBI CAPITAL MANAGEMENT, LLC located in Wilmington, Delaware and LPL FINANCIAL LLC located in Wilmington, Delaware.
Brandan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Brandan has worked at 3 firms and has passed the Series 63, Series 65, SIE and Series 7TO exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) Jacobi Wealth Advisors / DBA for LPL Business (entity for LPL business) / Inv. Related / BERWYN PA / Start date 11/06/2024 - 160 Hrs per month - 100% Time Spent 2) 05/21/2025 - Jacobi Wealth Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 11/6/24 - 160 Hrs/Mth - 8 Hrs During Trading. 3) 05/21/2025 - Jacobi Capital Management, LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date: 11/6/24 - 160 Hrs/Mth - 8 Hrs During Trading. I provide investment advisory services through Jacobi Capital Management LLC, an independent investment advisor firm. I started this business activity in 11/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 06/02/2025 - Non-Variable Insurance - INV Related- At Reported Business Location(s) - Start Date:05/30/2025 - 5 Hrs/Mth - 5 Hrs During Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Brandan Michael Bree'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
June 4, 2024 - Present
JACOBI CAPITAL MANAGEMENT, LLC
Office #1: 1201 N Market Street Ste 1002, Wilmington, DE 19801RIA
CRD#: 147663
Wilmington, DE
Current
March 15, 2025 - Present
LPL FINANCIAL LLC
Office #1: 1201 N. Market St. Ste 1002, Wilmington, DE 19801RIA
BD
CRD#: 6413
WILMINGTON, DE
Past
January 24, 2024 - December 2, 2024
PILLAR WEALTH ADVISORS, LLC
RIA
CRD#: 159642
Kennett Square, PA
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
Delaware(6/9/2025)
IAR
Delaware(6/30/2025)
IAR
Pennsylvania(6/4/2024)
RR
Pennsylvania(5/14/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/10/2025
General Securities Representative ExaminationSRO 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
CRD#: 147663Wilmington, DE 19801TRUST BUT VERIFY
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