Jeffrey joined Jacobi Capital Management in 2012. Growing up in a family of entrepreneurs, Jeff experienced first-hand the responsibility and hard work needed to be successful. His natural interest in numbers and love for history paved the way for his decision to become an analyst. Jeff’s desire to help people and the need to be ethically responsible made Jacobi the ideal work environment. As a Wealth Advisor and Certified Financial Planner®, Jeff delivers customized financial planning and wealth management solutions to clients. Responsible for much of the firm’s trading and research, Jeff works closely with the investment team to develop and monitor Jacobi Capital’s proprietary investmen