Jaclyn SwavelyCRD Number: 4550570
Current Firm: Kistler-tiffany Advisors
Jaclyn Swavely (CRD# 4550570) is an Investment Advisor Representative working at Kistler-tiffany Advisors in Berwyn, PA and has over 20 years of experience in the finance industry. Jaclyn Swavely has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Lpl Financial LLC
Affinity Wealth Management LLC
Oppenheimer & Company Inc.
|Apw Capital, Inc.||Parsippany, NJ||May 2012 - Current||10|
|Kistler-tiffany Advisors||Berwyn, PA||Jul 2008 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2002|
|S65||NASAA Investment Advisors Law Examination||Jun 2005|
Total Assets Under Management1,156MILLIONS
Total Number of Accounts1,464ACCOUNTS
Average Account Value$789,548
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CT, DE, FL, MA, MD, ME, NC, NE, NJ, NY, PA, TX, VA
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