Jaclyn Swavely is a CFP-designated registered investment advisor, based in Malvern, PA, with 23 years of industry experience.
Location
100 Vanguard Blvd, Malvern, PA, 19355
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Regulatory History
Clean regulatory record
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
Jaclyn sells fixed insurance products since April 2024, dedicating minimal time to this activity. This activity is investment-related and conducted at a branch location.
Employment History
Current Registrations
Vanguard Marketing Corporation
February 2026 - Present · 3 mos
Vanguard Advisers, INC.
February 2026 - Present · 3 mos
Vanguard Marketing CorporationBroker
February 2026 - Present · 3 mos
Previous Registrations
Commonwealth Financial Network
April 2024 - December 2025 · 1 yr 8 mos
Commonwealth Financial NetworkBroker
April 2024 - December 2025 · 1 yr 8 mos
Creative Planning
September 2023 - January 2024 · 4 mos
Apw Capital, INC.Broker
May 2012 - December 2021 · 9 yrs 7 mos
Kistler-Tiffany Advisors
July 2008 - September 2023 · 15 yrs 2 mos
Cambridge Investment Research, INC.Broker
July 2008 - May 2012 · 3 yrs 10 mos
Tiaa-Cref Advice and Planning Services
October 2007 - June 2008 · 8 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
October 2007 - June 2008 · 8 mos
Vanguard Advisers INC
June 2005 - September 2007 · 2 yrs 3 mos
Vanguard Marketing CorporationBroker
July 2002 - September 2007 · 5 yrs 2 mos
State Registrations2 states
PATX
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.