CoverProfile

Timothy Yurek

Wealth Advisor

Jacobi Capital Management LLC

United States, Pennsylvania, Laflin

About Me

Timothy has been with Jacobi Capital Management and its predecessor firm since 1993. His financial career has spanned over 30 years. Tim enjoys taking complicated issues and simplifying them for clients. He has always been fascinated by how people use their money, and how they can make their money more efficient. Working mostly with business owners and individuals who want to improve the sustainability of their lives and businesses, Tim provides investment management advice catered to every client’s needs. Tim received his Bachelor of Science degree in Economics from Dickinson College. Outside of his Jacobi business, he is also licensed to sell Life and Health Insurance, and holds the Charte
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Profile Information

Wealth Advisor

Jacobi Capital Management LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Laflin

Pennsylvania

United States

May 16, 2024

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