Unclaimed Profile

Jaclyn Marie Cornelius

KEYVANTAGE WEALTH, LLC·BETHLEHEM, Pennsylvania

SIE, Series 7, Series 63CFPClean record21 years registeredKEYVANTAGE WEALTH, LLC

95 HIGHLAND AVENUE, BETHLEHEM, PA 18017CRD# 4865084Firm CRD# 331996

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jaclyn Marie Cornelius · BETHLEHEM, PA

Registration

CRD #4865084 · KEYVANTAGE WEALTH, LLC · 21 years registered

Brand Profile

Not yet started

Career History

KEYVANTAGE WEALTH ADVISORS

Aug 2024 – present

VALLEY NATIONAL ADVISERS INC

Jul 2008 – Aug 2024

BETHLEHEM, PA

ANDESA STRATEGIES, INC.

Oct 2004 – Nov 2007

ALLENTOWN, PA

ANDESA INVESTMENT SOLUTIONS, INC.

Oct 2004 – Nov 2007

ALLENTOWN, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · October 1, 2004

Years registered · 21

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KEYVANTAGE WEALTH, LLC

CRD 331996 · SEC 801-130771

AUM

$284M

Regulatory assets under management

Employees

538 client accounts

Services offered by KEYVANTAGE WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KEYVANTAGE WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Jaclyn Marie Cornelius offer?

Jaclyn Marie Cornelius specializes in Financial Planning, Investment Management. Contact their office in BETHLEHEM, Pennsylvania for a consultation.

What are Jaclyn Marie Cornelius's credentials?

Jaclyn Marie Cornelius holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jaclyn Marie Cornelius located?

Jaclyn Marie Cornelius is based in BETHLEHEM, Pennsylvania, working with KEYVANTAGE WEALTH, LLC. Their office serves clients in the BETHLEHEM metropolitan area and surrounding communities.

How does Jaclyn Marie Cornelius charge for services?

Jaclyn Marie Cornelius's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KEYVANTAGE WEALTH, LLC?

KEYVANTAGE WEALTH, LLC has approximately 5 employees and manages $284M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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