Jaclyn Marie Swavely
Investment adviser representative at Girard Advisory Services, LLC
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Girard Advisory Services, LLCSep 2026 to now
- Girard Investment Services, LLCSep 2026 to now
- The Vanguard Group, Inc.Feb 2026 to Sep 2026
- Vanguard Advisers, Inc.Feb 2026 to Sep 2026
- Vanguard Marketing CorporationFeb 2026 to Sep 2026
- Commonwealth Financial NetworkApr 2024 to Dec 2025
- Tupler Financial, Inc.Apr 2024 to Dec 2025
- Creative Planning, LLCSep 2023 to Jan 2024
- Apw Capital, Inc.May 2012 to Dec 2021
- Kistler-tiffany AdvisorsJun 2008 to Sep 2023
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2005
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (PA).
Girard Advisory Services, LLC
$3.2BAssets managed
2,466Clients
44Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4550570
- Firm CRD
- 39163