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JC

Joseph R. Ciavarelli

JACOBI CAPITAL MANAGEMENT
Berwyn, PA 19312
Some features on this profile are disabled
CRD#: 6431813
JC

Professional summary

Joseph Robert Ciavarelli, who also goes by Joseph R Ciavarelli, is a registered financial advisor currently at JACOBI CAPITAL MANAGEMENT, LLC located in Berwyn, Pennsylvania and LPL FINANCIAL LLC located in Berwyn, Pennsylvania.

Joseph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Joseph has worked at 5 firms and has passed the Series 63, Series 65, Series 7TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Joseph R Ciavarelli

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 - 03/2025 - Jacobi Wealth Advisors - DBA for LPL Business (entity for LPL business) - Inv Related - 86 Hours/Month - 86 Hours During Trading - At reported business location(s). 2.03/12/2025 - Jacobi Wealth Advisors - Registered Investment Advisor DBA - Inv Related - At reported business location(s) - 86 Hours/Month - 86 Hours During Trading . 3.03/12/2025 - Jacobi Capital Management LLC - Registered Investment Advisor Hybrid - Inv Related - At reported business location(s) - 86 Hours/Month - 86 Hours During Trading .

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Robert Ciavarelli'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

January 6, 2025 - Present

JACOBI CAPITAL MANAGEMENT, LLC

Office #1: 1055 Westlakes Drive Ste 135, Berwyn, PA 19312
RIA
CRD#: 147663
Berwyn, PA
Current

April 14, 2025 - Present

LPL FINANCIAL LLC

Office #1: 1055 Westlakes Dr Ste 135, Berwyn, PA 19312-2424
RIA
BD
CRD#: 6413
Berwyn, PA
Past

October 5, 2015 - July 17, 2019

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

RIA
CRD#: 108257
Saratoga Springs, NY
Past

August 25, 2015 - July 17, 2019

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

BD
CRD#: 840
BOSTON, MA
Past

April 14, 2015 - August 7, 2015

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
Philadelphia, 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

IAR
Pennsylvania
(1/6/2025)
RR
Pennsylvania
(5/12/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 5/9/2025
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 9/29/2015
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/14/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/19/2025
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/14/2015
General Securities Representative Examination
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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts6,314
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.

Company Information

JACOBI CAPITAL MANAGEMENT, LLC

CRD#: 147663Berwyn, PA 19312

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