Jaclyn Marie Cornelius
CFP®Professional Summary
Jaclyn Marie Cornelius, CFP®, who also goes by Jaclyn Marie Mader, is a registered financial advisor currently at KEYVANTAGE WEALTH ADVISORS located in Bethlehem, Pennsylvania. Jaclyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jaclyn has worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jaclyn Marie Cornelius, Jaclyn Marie Mader
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
21 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
KEYVANTAGE WEALTH ADVISORS | KEYVANTAGE WEALTH, LLC
Contact Information
Main Address
95 Highland Avenue Suite 310, Bethlehem, PA 18017Phone Number
(484) 935-3003# of Employees
5SEC notice filing (7 States and Territories)
Registered to provide investment advisory services in 7 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
143AUM (Assets Under Management)
$339,374,782Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
KEYVANTAGE WEALTH ADVISORS | KEYVANTAGE WEALTH, LLC
State Registrations and Notice Filings
(8/5/2024)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Jaclyn Marie Cornelius's CRS (Customer Relationship Summary).
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