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April Lynn Vinciarelli

JACOBI CAPITAL MANAGEMENT, LLC·PITTSTON, Pennsylvania
SIE, Series 7, Series 31, Series 66Clean record17 years registeredJACOBI CAPITAL MANAGEMENT, LLC
154 ENTERPRISE WAY, PITTSTON, PA 18640CRD# 4136635Firm CRD# 147663

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
April Lynn Vinciarelli · PITTSTON, PA
Registration
CRD #4136635 · JACOBI CAPITAL MANAGEMENT, LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

JACOBI CAPITAL MANAGEMENT, LLC
Oct 2008 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 31
Series 66
Registration record
First registered · October 21, 2008
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
JACOBI CAPITAL MANAGEMENT, LLC
CRD 147663 · SEC 801-69398
AUM
$1.7B
Regulatory assets under management
Employees
24
5,591 client accounts
Services offered by JACOBI CAPITAL MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at JACOBI CAPITAL MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does April Lynn Vinciarelli offer?
April Lynn Vinciarelli specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PITTSTON, Pennsylvania for a consultation.
What are April Lynn Vinciarelli's credentials?
April Lynn Vinciarelli is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is April Lynn Vinciarelli located?
April Lynn Vinciarelli is based in PITTSTON, Pennsylvania, working with JACOBI CAPITAL MANAGEMENT, LLC. Their office serves clients in the PITTSTON metropolitan area and surrounding communities.
How does April Lynn Vinciarelli charge for services?
April Lynn Vinciarelli's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JACOBI CAPITAL MANAGEMENT, LLC?
JACOBI CAPITAL MANAGEMENT, LLC has approximately 24 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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PITTSTON, PA

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