Jennifer L. Oravsky

ABSHER WEALTH MANAGEMENT

Chapel Hill, NC 27517

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CRD#: 2589211

Professional summary

Jennifer Lynn Oravsky, CFP®, CPWA®, who also goes by Jennifer L Long, is a registered financial advisor currently at ABSHER WEALTH MANAGEMENT, LLC located in Chapel Hill, North Carolina.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Jennifer has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jennifer L Long

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.

ORAVSKY PROPERTIES LLC; INVESTMENT RELATED; MEBANE, NC; RENTAL PROPERTY; CO-OWNER; START DATE 1/2005; 0 HRS PER MONTH. MEBANE MACHINE & TOOL, LLC; NOT INV. RELATED; MEBANE, NC; 0% OWNERSHIP; CHECK SIGNER; TOOL & DIE/MANUFACTURING; START DATE 9/1/2015; 0 HRS PER MONTH.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Lynn Oravsky'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®

CFP^®

Certified Financial Planner

Start date: 2011

CPWA^®

Certified Private Wealth Advisor

Start date: 2021-05-17

Expire date: 2025-04-30

Experience

Current

November 20, 2019 - Present

ABSHER WEALTH MANAGEMENT, LLC

Office #1: 1450 Raleigh Road, Suite 105, Chapel Hill, NC 27517

RIA

CRD#: 304642

Chapel Hill, NC

Past

January 1, 2008 - November 21, 2019

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

NORTH WILKESBORO, NC

Past

January 1, 2008 - November 21, 2019

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

NORTH WILKESBORO, NC

Past

March 1, 2006 - January 1, 2008

A. G. EDWARDS & SONS, INC.

RIA

CRD#: 4

CHAPEL HILL, NC

Past

February 22, 2006 - January 3, 2008

A. G. EDWARDS & SONS, INC.

CRD#: 4

CHAPEL HILL, NC

Past

February 19, 1999 - May 6, 2004

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

Past

March 21, 1997 - November 12, 1998

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

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".

ABSHER WEALTH MANAGEMENT, LLC

CRD#: 304642 / SEC#: 801-117177

RIA

Registered Investment Advisory firm - (8/13/2019 Approved)

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

North Carolina
(11/20/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/28/2006

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/27/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/18/1997

General Securities Representative Examination

Current Firm

ABSHER WEALTH MANAGEMENT, LLC

CRD#: 304642 / SEC#: 801-117177

RIA

Registered Investment Advisory firm - (8/13/2019 Approved)

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Contact information

Main Address

1450 Raleigh Road, Suite 105, Chapel Hill, NC 27517

Mailing Address

Phone number

(919) 283-2340

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ABSHER WEALTH MANAGEMENT FORM ADV PART 2A WRAP BROCHURE (9/26/2025)

ABSHER WEALTH MANAGEMENT FORM ADV PART 2A (9/26/2025)

Regulatory assets under management

Total Number of Accounts	2,430
AUM (Assets Under Management)	$ 1,095,336,399

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.

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Advisor Monitoring

Firm Stability Insights

Jennifer L. Oravsky

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Lynn Oravsky's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

Primary Firm SEC Registration

ABSHER WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/28/2006

Series 63

Date: 3/27/1997

SIE

Date: 10/1/2018

Series 7

Date: 3/18/1997

Current Firm

ABSHER WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ABSHER WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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