

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
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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