linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Rodman Charles Azar

Jacobi Capital Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Rodman? Claim Your Profile

About Rodman Charles Azar

Rodman Azar is a Registered Representative and Investment Adviser Representative with Jacobi Capital Management, LLC. Rodman has been in the industry since June 8, 1998. Rodman is registered in Pennsylvania and holds the following securities licenses: Series 7, Series 63, and Series 66. Rodman has also passed the Securities Industry Essentials (SIE) Exam. Jacobi Capital Management, LLC provides financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Rodman Azar 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Rodman Azar’s Registration & Firm History

PA

04/29/2011 - Present

Jacobi Capital Management, LLC (PITTSTON PA)

NY

09/29/1995 - 07/02/2008

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

Not sure if Rodman Charles Azar is right for you?

Licenses & Designations

BOTH

Issued 04/18/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/17/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/11/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rodman Charles Azar.
Not sure if Rodman Charles Azar is right for you?