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JS

Jack E. Snavely

SNAVELY ASSOCIATES FINANCIAL SERVICES
Lemoyne, PA 17043
Some features on this profile are disabled
CRD#: 2061649
JS

Professional summary

Jack Emerson Snavely II, who also goes by Jack Emerson Snavely, is a registered financial advisor currently at SNAVELY ASSOCIATES FINANCIAL SERVICES located in Lemoyne, Pennsylvania.

Jack is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Jack has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jack Emerson Snavely

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Emerson Snavely II's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 12, 2007 - Present

SNAVELY ASSOCIATES FINANCIAL SERVICES

Office #1: 1035 Mumma Road Suite 101, Lemoyne, PA 17043
RIA
CRD#: 144405
Lemoyne, PA
Past

January 18, 2006 - November 2, 2021

ON INVESTMENT MANAGEMENT CO

RIA
CRD#: 105662
LEMOYNE, PA
Past

September 22, 1992 - November 2, 2021

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
LEMOYNE, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
SNAVELY ASSOCIATES FINANCIAL SERVICES
SAFS, LLC | SNAVELY II, JACK, EMERSON | SNAVELY ASSOCIATES FINANCIAL SERVICES

CRD#: 144405 / SEC#: 801-124937

RIA
Registered Investment Advisory firm - (4/29/2022 Approved)
Pennsylvania
Registered Investment Advisory firm - (5/4/2022 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Pennsylvania
(7/12/2007)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/11/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/21/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/20/1996
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 9/21/1992
Investment Company Products/Variable Contracts Representative Examination

Current Firm

SA
SNAVELY ASSOCIATES FINANCIAL SERVICES
SAFS, LLC | SNAVELY II, JACK, EMERSON | SNAVELY ASSOCIATES FINANCIAL SERVICES

CRD#: 144405 / SEC#: 801-124937

RIA
Registered Investment Advisory firm - (4/29/2022 Approved)
Pennsylvania
Registered Investment Advisory firm - (5/4/2022 Terminated)
PREMIUM
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Contact information

Main Address
1035 Mumma Road Suite 101, Lemoyne, PA 17043
Mailing Address
P.o. Box 48, Camp Hill, PA 17001-0048
Phone number
(717) 737-3488
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SNAVELY ASSOCIATES FINANCIAL SERVICES ADV BROCHURE (1/20/2026)

Regulatory assets under management

Total Number of Accounts627
AUM (Assets Under Management)$ 182,570,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SNAVELY ASSOCIATES FINANCIAL SERVICES

CRD#: 144405Lemoyne, PA 17043

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Contact information

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