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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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MICHAEL J. HITLER INDIVIDUAL CRD #1370229 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;
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Read the instructions and guidelines provided by the appropriate regulatory authority.
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Gather all the necessary documents and information required for filling out the form, such as personal and professional details, financial statements, investment strategies, etc.
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Start by providing your basic information, such as name, address, contact details, social security number, and any relevant identification numbers.
04
Specify the type of investment advisory services you are offering and describe your investment strategies and philosophy.
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Provide details about your education, professional experience, certifications, and any other qualifications that make you suitable for the role.
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Include information about your clients, such as their financial goals, risk tolerance, and investment preferences.
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Disclose any conflicts of interest or potential conflicts of interest that may arise from your advisory activities.
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Complete the sections related to fee structure, compensation, and any other financial arrangements.
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Submit the completed form to the appropriate regulatory authority and follow any additional instructions provided.

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Investment adviser's form is Form ADV.
Investment advisers registered with the Securities and Exchange Commission (SEC) are required to file Form ADV.
Investment advisers must fill out Form ADV electronically through the Investment Adviser Registration Depository (IARD) system.
The purpose of Form ADV is to provide information about the investment adviser's business, practices, and conflicts of interest to clients and regulatory authorities.
Form ADV requires information about the adviser's business activities, ownership, client types, fees, and disciplinary history.
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