Jack
Snavely

Snavely Associates Financial Services

CRD#2061649
Investment Advisor
in Lemoyne, PA

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About this Advisor

Jack Snavely is a financial advisor working in Lemoyne, Pennsylvania with a total of 16 years of relevant experience. Snavely is an advisor for Snavely Associates Financial Services. Throughout their career, Snavely has worked at O.N. Investment Management Company, Ohio National Life Ins. Co, The O.N. Equity Sales Company and Snavely Associates Financial Services. Snavely holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Pennsylvania. Snavely Associates Financial Services is a registered investment business that has its headquarters in Lemoyne, PA. It handles $113 million in assets among its 441 client accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 441 client accounts, just 9% belong to high-net-worth clients who have at least $1 million in investable assets. Snavely Associates Financial Services provides portfolio management for individuals and small businesses. Fees for financial advisory services largely vary depending on which services are provided. However, fee types charged by Snavely Associates Financial Services typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

16 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

1035 Mumma Road Suite 101
Lemoyne, PA 17043

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Snavely Associates Financial Services Brokerage Details

Total Assets Under Management

$112,952,918

PA Average: $15,833,994,310
Total Number of Employees

2

PA Average: 41
Total Number of Accounts

441

PA Average: 3,342
Average Account Size

$256,129

PA Average: $4,737,880

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Jack Snavely Work History

Jack has been registered as a financial advisor for 16 years.*

1990 - Present (34 years)

Snavely Associates Financial Services

1992 - 2021 (29 years)

O.N. Investment Management Company

1992 - 2021 (29 years)

The O.N. Equity Sales Company

1991 - 2021 (30 years)

Ohio National Life Ins. Co

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jack Snavely to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Snavely Associates Financial Services

Shawna Nale
Lemoyne, PA
Jack Snavely
Lemoyne, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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