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John Bernard McCarthy

Jacobi Capital Management, LLC

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About John Bernard McCarthy

John Bernard McCarthy is an investment advisor representative who has been working in the financial services industry since 2001. John is registered with Jacobi Capital Management, LLC. He has worked previously with M&T Securities, Inc. and Citigroup Global Markets Inc. John's specializations include providing financial planning, educational seminars, and selection of other advisors. He has also worked on portfolio management for individuals and businesses.

Firm Information

John McCarthy 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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John McCarthy’s Registration & Firm History

PA

10/23/2015 - Present

Jacobi Capital Management, LLC (PITTSTON PA)

PA

09/14/2007 - 03/28/2014

M&T SECURITIES, INC. (WILKES-BARRE PA)

MD

06/28/2005 - 08/08/2006

M&T SECURITIES, INC. (BALTIMORE MD)

NY

03/01/2001 - 05/21/2004

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 07/09/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/05/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/28/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Bernard McCarthy.
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