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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)21 years in industry

JACLYN MARIE SWAVELY

Advisor at VANGUARD ADVISERS, INC.

MALVERN, PA

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Search this name across graphsid dfx:ria:40b87288-154c-e408-4de0-1d81ec1e51fe

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Jun 16, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: VANGUARD ADVISERS, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 13, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Jun 13, 2005
First registration: Jun 16, 2005
Dual registered: yes, broker-dealer
Other names: JACKIE COATES|JACLYN COATES|JACKIE M COATES|JACLYN M COATES|JACLYN M SWAVELY|JACLYN SWAVELY|JACKIE MARIE COATES|JACLYN MARIE COATES|JACKIE MARIE SWAVELY|JACKIE M SWAVELY|JACKIE SWAVELY
IAPD individual key: 4550570

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
VANGUARD ADVISERS, INC.	Bd affiliated wealth	Feb 19, 2026	n/a	yes	MALVERN, PA	Current employment
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Apr 15, 2024	Dec 31, 2025	no	Warren, NJ\|Pottstown, PA	Previous registration
CREATIVE PLANNING	Independent wealth	Sep 6, 2023	Jan 8, 2024	no	Berwyn, PA\|OVERLAND PARK, KS	Previous registration
KISTLER-TIFFANY ADVISORS	Former SEC adviser	Jul 31, 2008	Sep 29, 2023	no	BERWYN, PA\|BERWYN, PA	Previous registration
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Oct 1, 2007	Jun 19, 2008	no	Philadelphia, PA	Previous registration
VANGUARD ADVISERS, INC.	Bd affiliated wealth	Jun 16, 2005	Sep 10, 2007	no	VALLEY FORGE, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
COMMONWEALTH FINANCIAL NETWORK	VANGUARD ADVISERS, INC.	Dec 31, 2025	Feb 19, 2026	50	Firm change	Ibd to ibd
CREATIVE PLANNING	COMMONWEALTH FINANCIAL NETWORK	Jan 8, 2024	Apr 15, 2024	98	Firm change	RIA to ibd
KISTLER-TIFFANY ADVISORS	CREATIVE PLANNING	Sep 29, 2023	Sep 6, 2023	-23	Firm change	RIA to RIA
ADVICE AND PLANNING SERVICES	KISTLER-TIFFANY ADVISORS	Jun 19, 2008	Jul 31, 2008	42	Firm change	Other
VANGUARD ADVISERS, INC.	ADVICE AND PLANNING SERVICES	Sep 10, 2007	Oct 1, 2007	21	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
145256:105348:PA:2023-09-29	Sep 29, 2023	Sep 6, 2023	BERWYN, PA	Firm change

Relationships

Registered with (5)

→ VANGUARD ADVISERS, INC.Registered adviserregistration: previous registration
Jun 16, 2005 to Sep 10, 2007factForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
Apr 15, 2024 to Dec 31, 2025factForm ADV
→ CREATIVE PLANNINGRegistered adviserregistration: previous registration
Sep 6, 2023 to Jan 8, 2024factForm ADV
→ KISTLER-TIFFANY ADVISORSRegistered adviserregistration: previous registration
Jul 31, 2008 to Sep 29, 2023factForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Oct 1, 2007 to Jun 19, 2008factForm ADV

Dated events

Occurred
Dec 31, 2025
Advisor changed firm
Jaclyn Marie Swavely left Commonwealth Financial Network for Vanguard Advisers, Inc. (registered 2026-02-19)
Form ADVobserved 6 days ago
Occurred
Jan 8, 2024
Advisor changed firm
Jaclyn Marie Swavely left Creative Planning for Commonwealth Financial Network (registered 2024-04-15)
Form ADVobserved 6 days ago
Occurred
Sep 29, 2023
Advisor changed firm
Jaclyn Marie Swavely left Kistler-Tiffany Advisors for Creative Planning (registered 2023-09-06)
Form ADVobserved 6 days ago