Jack Snavely
Jack Snavely is a registered investment advisor at Snavely Associates Financial Services, based in Lemoyne, PA, with 33 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 279 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee may be negotiable depending on individual client circumstances.
Fee Estimator
Location
1035 Mumma Road, Suite 101, Lemoyne, PA, 17043
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jack is the President/Owner of SAFS, LLC dba Snavely Associates Financial Services, a registered investment advisor, dedicating about half his time to investment management. He also works as an insurance agent for SAFS, LLC, selling life, long-term care, and fixed indexed annuities, dedicating a few hours per week.
Employment History
Current Registrations
Snavely Associates Financial Services
Previous Registrations
On Investment Management CO
The O.N. Equity Sales CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.