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Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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Jennifer Lynn Oravsky

Jennifer L. Oravsky

ABSHER WEALTH MANAGEMENT
Chapel Hill, NC 27517
Some features on this profile are disabled
CRD#: 2589211
Jennifer Lynn Oravsky

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.
The advisor shows no other business activity.

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

BD
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.

BD
CRD#: 4
CHAPEL HILL, NC
Past

February 19, 1999 - May 6, 2004

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

March 21, 1997 - November 12, 1998

A. G. EDWARDS & SONS, INC.

BD
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".
AW
ABSHER WEALTH MANAGEMENT, LLC
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)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/28/2006
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 3/27/1997
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: 3/18/1997
General Securities Representative Examination

Current Firm

AW
ABSHER WEALTH MANAGEMENT, LLC
ABSHER WEALTH MANAGEMENT, LLC

CRD#: 304642 / SEC#: 801-117177

RIA
Registered Investment Advisory firm - (8/13/2019 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
9

SEC notice filing (16 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

ABSHER WEALTH MANAGEMENT FORM ADV PART 2A WRAP BROCHURE (3/19/2026)
ABSHER WEALTH MANAGEMENT FORM ADV PART 2A (3/19/2026)

Regulatory assets under management

Total Number of Accounts2,468
AUM (Assets Under Management)$ 1,260,905,144

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

ABSHER WEALTH MANAGEMENT, LLC

CRD#: 304642Chapel Hill, NC 27517

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