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Helena Marie Benedetto-erman

Jacobi Capital Management, LLC

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About Helena Marie Benedetto-erman

Helena Marie Benedetto-Erman is an investment advisor representative registered with Jacobi Capital Management, LLC. Helena is a licensed investment advisor in South Carolina and Pennsylvania. Helena is also a fixed insurance sales agent.

Firm Information

Helena Benedetto-erman is currently registered with Jacobi Capital Management, LLC. Jacobi Capital Management, LLC is an investment advisor registered with the SEC based in Pittston, Pennsylvania. The firm manages approximately $1.69 billion in assets and provides financial planning, pension consulting, and portfolio management services to individuals, corporations, and charitable organizations. They also offer educational seminars and selection of other advisors services. They have over 20 investment advisor representatives and 19 licensed agents serving a diverse client base.
Jacobi Capital Management, LLC

154 ENTERPRISE WAY

PITTSTON, PA 18640

$1.69B

Assets Under Management

Not reported

Total Clients

24

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Helena Benedetto-erman’s Registration & Firm History

SC

06/21/2024 - Present

Jacobi Capital Management, LLC (Simpsonville SC)

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Licenses & Designations

IA

Issued 10/11/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/16/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Helena Marie Benedetto-erman.
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