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Get the free Investment Adviser s Form ADV, Part 2 A and B Disclosure Brochure dated October 12, ...

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RODMAN C. AGAR INDIVIDUAL CRD #2655079 JACOBI CAPITAL MANAGEMENT LLC 620 BALTIMORE DRIVE WILKES BARRE PA 18702 (570) 8261801 www.jacobicapital.com CRD # 147663 March 30, 2016, Form ADV, Part 2B; This
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Fill out the sections regarding your educational background and work experience, if applicable.
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Provide details about any disciplinary actions or conflicts of interest you may have.
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Include information about the types of services you offer as an investment adviser.
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Who needs investment adviser s form?

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Individuals or firms who wish to work as investment advisers need to fill out the investment adviser's form.
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Financial professionals who offer investment advice and manage client portfolios need to complete this form.
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Individuals or entities seeking registration or licensing to operate as investment advisers need to submit this form.
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Firms or organizations offering investment advisory services to the public need to fill out this form.
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Solicitors and brokers who refer clients to investment advisers may need to complete sections of this form for registration purposes.
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Investment adviser s form is a document that investment advisers must fill out and file with regulatory authorities.
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The purpose of the investment adviser s form is to provide regulatory authorities with information about the investment adviser's business.
Information such as assets under management, client base, fees charged, and any disciplinary history must be reported on the investment adviser s form.
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