Symmetric Rankings
Have Been Featured In

About Daniel J. Matola of JACOBUS WEALTH

Daniel J. Matola is Director, President, Chief Investment Officer at Jacobus Wealth Management Inc. and has been affiliated with Jacobus Wealth Management Inc. since October-2014.

Jacobus Wealth Management Inc. is an investment advisor that manages 885.3 MM dollars in regulatory AUM and has 16 employees, of which 9 perform investment advisory functions. The managers's latest filing has disclosed 328MM in positions, which represents 37% of the manager's regulatory AUM.

For more on Jacobus Wealth Management Inc. including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile


Top 25%
StockAlpha 3 yr performance attributed to stock picking: +0.4%/yr

Co-workers of Daniel J. Matola at JACOBUS WEALTH

Name Title In Position Since
Richard G. Jacobus Director, Chairman Emeritus, Treasurer October-2014
Nicholas C. Wilson Director, Managing Director February-2012
Barbara J. Wells Director, Secretary February-2012
Robert R. Lapointe Chief Compliance Officer, Managing Director February-2012
Peter J. Bach Director, Chairman, Chief Executive Officer October-2014
M. D. Fritz Executive Vice President, Director November-2012

JACOBUS WEALTH Month to Date Performance Details

Ticker Size Sector Stock Move Sector Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SPY 5.08159% ETF 2.28% 2.28% 0% 0 30%
JPM 4.05581% Financials 13.09% 7.52% 0.18% 0 36%
Unlock Positions and Returns Details

Daniel J. Matola Office Address

MILWAUKEE, Wisconsin
UNITED STATES, 53226-1506

Daniel J. Matola Contact Information

Phone Number: 414-475-6565
Fax Number: 414-475-0317



The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here