Got a data breach letter from Jacobi Capital Management?
Dapeer Law, P.A. is investigating a potential class action against Jacobi Capital Management, a Pennsylvania financial services firm with offices in Pittston and Berwyn, on behalf of individuals whose personal information may have been accessed without authorization in an August 2026 security incident involving a portal account at its custodian, LPL Financial LLC.
Latest on the Jacobi Capital Management data breach
- : Dapeer Law opened its investigation following notice filings posted by the Massachusetts Attorney General.
Who qualifies for the Jacobi Capital Management data breach investigation
You may be eligible to participate in a class action if any of the following applies:
- You received a data breach notification letter from Jacobi Capital Management.
- The letter filed in Massachusetts says LPL Financial LLC is offering a complimentary 24-month Experian IdentityWorks membership, with enrollment by January 31, 2027.
- The letter says some of your personal information is maintained at Jacobi Capital Management's custodian, LPL Financial LLC.
- No proof of harm required to consult with counsel. You do not need to have already suffered identity theft to explore your legal options.
- Excluded: individuals who did not receive a breach notice and whose information was not involved in the incident.
Not sure if you qualify?
Send us your notice, we'll confirm your eligibility at no cost.
What happened in the Jacobi Capital Management data breach
According to its notice letter, on August 19, 2026, Jacobi Capital Management was made aware of suspicious activity on an LPL portal account for one of its team members. The letter says this portal account maintains certain client data, and that LPL Financial LLC, the firm's custodian, began an investigation and determined that remote access software had been installed on the team member's device as early as August 11, 2026. The letter states this software may have allowed an unauthorized party to access the portal account, and gives the incident window as on or about August 11 through August 19, 2026.
The letter says LPL has informed Jacobi Capital Management that the following personal information was or is reasonably believed to have been accessed without authorization: name, Social Security number or taxpayer identification number, account number and type, contact information (address, phone number, email), and transaction history and account balances. The Massachusetts filing lists financial account information, Social Security numbers, taxpayer identification numbers, names, addresses, phone numbers, email, account types, account balances and transaction history, and counts 1 Massachusetts resident. The letter also says LPL has not identified any unauthorized transactions impacting the recipient's account.
The date on the copy of the letter posted in Massachusetts is not shown, and the incident was reported to the Massachusetts Attorney General on November 9, 2026. The letter says LPL Financial LLC is offering a complimentary 24-month Experian IdentityWorks membership, with enrollment by January 31, 2027 using the personal activation code in LPL's separate letter. Whether the firm's security practices met legal standards is among the issues being evaluated.
What to do if you got a Jacobi Capital Management data breach letter
Keep your notice letter
Do not discard it. Keep the Jacobi Capital Management letter and the separate LPL Financial letter, which contains the personal activation code for the Experian membership. Both are important evidence if you decide to take part in a lawsuit.
Enroll in the free 24-month Experian IdentityWorks membership
Use the personal activation code in the LPL Financial letter to enroll at experianidworks.com/1Bcredit by January 31, 2027, or call Experian at 833-918-1723 and give the engagement number in the LPL letter. Accepting this benefit does not waive your right to pursue legal action.
Place a fraud alert or credit freeze
Contact Equifax, Experian, and TransUnion to place a fraud alert or freeze on your file. Request a free weekly credit report from AnnualCreditReport.com, and use the FTC's IdentityTheft.gov recovery guide.
Speak with a data breach attorney
Consultations with Dapeer Law are free and confidential. We'll review your notice, explain your options, and advise whether you may be eligible to join a class action.
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Jacobi Capital Management breach timeline
Compensation you may be entitled to
Out-of-pocket expenses
Credit freezes, identity restoration services, and other costs incurred responding to the breach.
Time spent monitoring
Hours spent reviewing accounts, disputing fraudulent charges, and dealing with identity theft issues.
Identity theft & fraud losses
Unreimbursed funds stolen from accounts, unauthorized credit lines, or tax refund fraud tied to the breach.
Statutory damages
Certain state data breach and consumer protection statutes provide for fixed damages regardless of actual loss.
Injunctive relief
Court orders requiring Jacobi Capital Management to implement stronger data security practices for the client data it maintains going forward.
Compensation categories depend on applicable state law, the types of data exposed, and documented losses. No recovery is guaranteed.
Jacobi Capital Management data breach FAQ
I received a data breach letter from Jacobi Capital Management. What should I do? +
Keep the Jacobi Capital Management letter and the separate LPL Financial letter, enroll in the free 24-month Experian IdentityWorks membership by January 31, 2027 using the activation code in the LPL letter, review your account statements and credit reports, consider a fraud alert or credit freeze, and contact a data breach attorney for a free consultation. Accepting the membership does not waive your right to pursue a claim.
Is the Jacobi Capital Management data breach letter real or a scam? +
Jacobi Capital Management has reported this incident to the Massachusetts Attorney General. Compare your letter to the official filing linked in Sources below, and use only the enrollment website and phone number printed in your letter. Be cautious of unexpected calls, texts or emails about the breach that ask for your Social Security number or account login. If you are unsure, send your letter to Dapeer Law for a free review.
Am I eligible to join a class action against Jacobi Capital Management? +
If you received a breach notice from Jacobi Capital Management about this incident, you are likely eligible for a free case evaluation. Eligibility depends on your state of residence, the categories of your data that were involved, and any losses you have suffered. Dapeer Law will review your notice at no cost.
How much money could I receive from a class action lawsuit? +
Data breach class action recoveries vary significantly. Settlements typically range from a few hundred dollars for basic out-of-pocket losses to several thousand dollars for documented identity theft, with class size, damages, and negotiation all affecting the final amount. No payout is guaranteed, and this investigation has not yet resulted in a settlement.
What personal information was exposed in the breach? +
The letter says LPL has informed Jacobi Capital Management that the following personal information was or is reasonably believed to have been accessed without authorization: name, Social Security number or taxpayer identification number, account number and type, contact information (address, phone number, email), and transaction history and account balances. The Massachusetts filing lists financial account information, Social Security numbers, taxpayer identification numbers, names, addresses, phone numbers, email, account types, account balances and transaction history. The letter says LPL has not identified any unauthorized transactions impacting the recipient's account.
Did Jacobi Capital Management offer free credit monitoring? +
Yes. The letter filed in Massachusetts says LPL Financial LLC is offering a complimentary 24-month Experian IdentityWorks membership, which includes credit monitoring, internet surveillance, identity restoration, and $1 million in identity theft insurance. Enroll by January 31, 2027 using the personal activation code in the LPL letter. Enrollment is separate from, and does not waive, your right to pursue a claim.
How many people were affected by the Jacobi Capital Management breach? +
Jacobi Capital Management has not disclosed a total number of affected individuals in the sources reviewed. The Massachusetts filing lists 1 Massachusetts resident. This page will be updated as additional information becomes available.
Is there a deadline to take legal action? +
Yes. Statutes of limitations for data breach claims vary by state and legal theory, typically ranging from one to six years. Waiting can permanently bar your claim. Contact us as soon as possible for a free evaluation.
How do I get a copy of the official breach notice? +
A copy of the Jacobi Capital Management notice letter is posted on the Massachusetts government website (linked in Sources below). The letter says recipients should also receive a separate letter from LPL Financial LLC about the same incident. If you received a letter but no longer have it, Dapeer Law can assist you during your free consultation.
Sources & references
- Official breach notice filing · Massachusetts Attorney General, Jacobi Capital Management notice letter
- Credit bureau freezes · Equifax · Experian · TransUnion
- Free weekly credit reports · AnnualCreditReport.com
- Identity theft recovery guide · FTC IdentityTheft.gov
Don't let the deadline decide for you. Submit your claim today.
You only have a limited window to act. Our team will review your notice, explain your options, and tell you whether you may be eligible to recover compensation, at no cost to you.
