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Jack Emerson Snavely

Snavely Associates Financial Services

Lemoyne, PA

CRD 2061649

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Employer firm

Snavely Associates Financial Services CRD 144405

$183M regulatory AUM 29 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Snavely Associates Financial Services

1035 Mumma Road Suite 101, Lemoyne, PA 17043 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2007-07-12
  • PA RA
    APPROVED
    Since 2007-07-12

Branch Locations

1035 Mumma Road Suite 101, Lemoyne, PA 17043 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ohio National Life Ins. Co. Cincinnati OH 09/1991 10/2021
The O.N. Equity Sales Company Harrisburg PA 08/1992 10/2021
Snavely Associates Financial Services Lemoyne PA 05/1990 01/2023
O.N. Investment Management Company Harrisburg PA 08/1992 10/2021
Safs, Llc Dba Snavely Associates Financial Services Lemoyne PA 01/2023 Present
  • 09/1991 → 10/2021
    Ohio National Life Ins. Co.
    Cincinnati, OH
  • 08/1992 → 10/2021
    The O.N. Equity Sales Company
    Harrisburg, PA
  • 05/1990 → 01/2023
    Lemoyne, PA
  • 08/1992 → 10/2021
    O.N. Investment Management Company
    Harrisburg, PA
  • 01/2023 → Present
    Safs, Llc Dba Snavely Associates Financial Services
    Lemoyne, PA
Previous Registrations
Other Businesses

1)SAFS, LLC dba Snavely Associates Financial Services; INVESTMENT RELATED;1035 MUMMA RD, Suite 101 CAMP HILL PA;REGISTERED INVESTMENT ADVISER;PRESIDENT/OWNER;START DATE 07/18/2007; 80 HRS(50 DURING TRADING HRS)INVESTMENT MANAGEMENT; 2) SAFS, LLC dba Snavely Associates Financial Services; NOT INVESTMENT RELATED; 1035 MUMMA ROAD, Suite 101 LEMOYNE PA 17043; INSURANCE; AGENT; START DATE 01/22/2013; HOURS/MONTH 12; HOURS/TRADING 12; SELLING LIFE, LTC AND FIA

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-12-11
S63 Uniform Securities Agent State Law Examination 1992-09-21
  • S65 Uniform Investment Adviser Law Examination
    1998-12-11
  • S63 Uniform Securities Agent State Law Examination
    1992-09-21
Other Names
  • Jack Emerson Snavely

View on SEC IAPD

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