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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultantdual registered (broker-dealer)36 years in industry

MICHAEL CONWAY BREE

Advisor at JACOBI CAPITAL MANAGEMENT, LLC

PITTSTON, PA | Wilmington, DE

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Search this name across graphsid dfx:ria:97d7a3c5-58af-f77e-4d93-736ff490c449

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Oct 6, 1997 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: JACOBI CAPITAL MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 10, 1990earliest registration or exam on IAPD
Years in industry: 36derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S63
First exam: Jul 10, 1990
First registration: Oct 6, 1997
Dual registered: yes, broker-dealer
IAPD individual key: 2061318

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
JACOBI CAPITAL MANAGEMENT, LLC	Independent wealth	Jun 6, 2024	n/a	yes	PITTSTON, PA\|Wilmington, DE	Current employment
PILLAR WEALTH ADVISORS, LLC	Former SEC adviser	Dec 9, 2011	Dec 2, 2024	no	WILMINGTON, DE\|WEST CHESTER, PA\|Conshohocken, PA\|WEST CHESTER, PA\|WILMINGTON, DE\|KENNETT SQUARE, PA	Previous registration
HORNOR, TOWNSEND & KENT, LLC	Independent wealth	Dec 8, 2011	Sep 26, 2013	no	WILMINGTON, DE\|CONSHOHOCKEN, PA\|WILMINGTON, DE\|WILMINGTON, DE\|CONSHOHOCKEN, PA	Previous registration
ADVISORNET WEALTH PARTNERS	Independent wealth	Apr 8, 2009	Jul 14, 2010	no	MINNETONKA, MN\|WILMINGTON, DE	Previous registration
CETERA ADVISOR NETWORKS LLC	Former SEC adviser	Jun 5, 2008	Dec 8, 2011	no	KING OF PRUSSIA, PA\|WILMINGTON, DE	Previous registration
PRINCIPAL SECURITIES, INC.	Bd affiliated wealth	Jan 24, 2003	Jun 9, 2008	no	WILMINGTON, DE\|WILMINGTON, DE	Previous registration
1717 CAPITAL MANAGEMENT COMPANY	n/a	Aug 22, 2002	Oct 23, 2002	no	NEWARK , DE	Previous registration
SECURIAN FINANCIAL SERVICES, INC.	Former SEC adviser	Oct 6, 1997	Jun 21, 2002	no	NEWARD, DE	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PILLAR WEALTH ADVISORS, LLC	JACOBI CAPITAL MANAGEMENT, LLC	Dec 2, 2024	Jun 6, 2024	-179	Firm change after gap	RIA to RIA
HORNOR, TOWNSEND & KENT, LLC	PILLAR WEALTH ADVISORS, LLC	Sep 26, 2013	Dec 9, 2011	-657	Firm change after gap	Other
CETERA ADVISOR NETWORKS LLC	ADVISORNET WEALTH PARTNERS	Dec 8, 2011	Apr 8, 2009	-974	Firm change after gap	Other
ADVISORNET WEALTH PARTNERS	HORNOR, TOWNSEND & KENT, LLC	Jul 14, 2010	Dec 8, 2011	512	Firm change after gap	Other
PRINCIPAL SECURITIES, INC.	CETERA ADVISOR NETWORKS LLC	Jun 9, 2008	Jun 5, 2008	-4	Firm change	Other
1717 CAPITAL MANAGEMENT COMPANY	PRINCIPAL SECURITIES, INC.	Oct 23, 2002	Jan 24, 2003	93	Firm change	Other
SECURIAN FINANCIAL SERVICES, INC.	1717 CAPITAL MANAGEMENT COMPANY	Jun 21, 2002	Aug 22, 2002	62	Firm change	Other

Relationships

Registered with (8)

→ JACOBI CAPITAL MANAGEMENT, LLCRegistered adviserregistration: current employment
Jun 6, 2024 to presentfactForm ADV
→ PILLAR WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Dec 9, 2011 to Dec 2, 2024factForm ADV
→ HORNOR, TOWNSEND & KENT, LLCRegistered adviserregistration: previous registration
Dec 8, 2011 to Sep 26, 2013factForm ADV
→ CETERA ADVISOR NETWORKS LLCRegistered adviserregistration: previous registration
Jun 5, 2008 to Dec 8, 2011factForm ADV
→ ADVISORNET WEALTH PARTNERSRegistered adviserregistration: previous registration
Apr 8, 2009 to Jul 14, 2010factForm ADV
→ PRINCIPAL SECURITIES, INC.Registered adviserregistration: previous registration
Jan 24, 2003 to Jun 9, 2008factForm ADV
→ 1717 CAPITAL MANAGEMENT COMPANYRegistered adviserregistration: previous registration
Aug 22, 2002 to Oct 23, 2002factForm ADV
→ SECURIAN FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Oct 6, 1997 to Jun 21, 2002factForm ADV

Dated events

Occurred
Dec 2, 2024
Advisor changed firm
Michael Conway Bree left Pillar Wealth Advisors, Llc for Jacobi Capital Management, Llc (registered 2024-06-06)
Form ADVobserved 6 days ago