Jaclyn Marie Cornelius

Employer firm

Keyvantage Wealth Advisors CRD 331996

$339M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2007 → 08/2024
  Valley National Group
  Bethlehem, PA
• 08/2024 → Present
  Keyvantage Wealth Advisors
  Bethlehem, PA

Previous Registrations

• 2008-07-24 → 2024-08-06
  Valley National Advisers Inc
  Bethlehem, PA
• 2004-10-14 → 2007-11-21
  Andesa Strategies, Inc.
  Allentown, PA
• 2004-10-01 → 2007-11-21
  Andesa Financial Management, Inc.
  Allentown, PA

Other Businesses

KeyVantage Services, LLC; not investment-related; 95 Highland Avenue, Suite 310, Bethlehem, PA 18017; tax preparation and services; Co-Owner and COO; 8/5/24; 15 hours per month during trading hours; supervision of business and preparing tax returns. Bethlehem Christian School, not investment related, 3100 Hecktown Rd. Bethlehem, PA, 18020, assist in setting policies and oversee budget for a private school, Treasurer, 7/1/2025, approximately 4 hours a month, zero hours during trading, oversee the finance committee and schools budget and assist with setting policies.

Exams

• S63 Uniform Securities Agent State Law Examination
  2010-10-28

Designations

• Certified Financial Planner

Other Names

• Jaclyn Marie Mader
• Jaclyn Marie Mader