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Jaclyn Marie Cornelius

KEYVANTAGE WEALTH, LLC·BETHLEHEM, Pennsylvania
Clean recordKEYVANTAGE 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jaclyn Marie Cornelius is a registered financial advisor based in BETHLEHEM, Pennsylvania, affiliated with KEYVANTAGE WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
KEYVANTAGE WEALTH, LLC
KEYVANTAGE WEALTH ADVISORS
AUM
$284M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at KEYVANTAGE WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4865084
Firm CRD# 331996
View on FINRA BrokerCheck →

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05

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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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Rodman Dehart Young
BETHLEHEM, PA

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