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Jeffrey Zavila

Hornor, Townsend & Kent, LLC

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About Jeffrey Zavila

Jeffrey Zavila is a financial advisor with Hornor, Townsend & Kent, LLC and has been in the financial services industry since March 15, 2008. Jeffrey is a registered representative and investment advisor representative in New Jersey and Pennsylvania. Jeffrey is licensed to provide financial advice to individuals, corporations, charitable organizations, and pension and profit-sharing plans. Jeffrey has experience providing financial planning, portfolio management, and pension consulting services.

Firm Information

Jeffrey Zavila is currently registered with Hornor, Townsend & Kent, LLC. Hornor, Townsend & Kent, LLC is a Limited Liability Company formed in March 1969, headquartered in Conshohocken, Pennsylvania. The firm provides a range of investment advisory services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and institutional clients. They have over 400 licensed agents and registered representatives serving clients in all 50 states. Their regulatory assets under management are approximately $6.86 billion, primarily derived from high-net-worth individuals, corporations, pension plans, and individuals other than high-net-worth.
Hornor, Townsend & Kent, LLC

161 WASHINGTON STREET

CONSHOHOCKEN, PA 19428

$6.86B

Assets Under Management

Not reported

Total Clients

688

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Trail commissions, distribution assistance fees

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Jeffrey Zavila’s Registration & Firm History

PA

11/19/2021 - Present

Hornor, Townsend & Kent, LLC (HORSHAM PA)

AZ

01/11/2017 - 11/08/2021

EDWARD JONES (TEMPE AZ)

GA

04/30/2014 - 01/23/2017

FSC SECURITIES CORPORATION (ATLANTA GA)

AZ

04/30/2014 - 01/23/2017

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

AZ

04/30/2014 - 01/23/2017

SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)

MN

04/30/2014 - 01/23/2017

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

NY

05/28/2013 - 02/25/2014

HFP CAPITAL MARKETS LLC (NEW YORK NY)

NY

02/02/2011 - 10/16/2012

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)

NJ

04/09/2007 - 10/26/2009

METLIFE SECURITIES INC. (ISELIN NJ)

NJ

04/09/2007 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (ISELIN NJ)

NY

12/08/2005 - 08/31/2006

GREAT EASTERN SECURITIES, INC. (NEW YORK NY)

OR

04/05/2005 - 08/31/2005

PAULSON INVESTMENT COMPANY, INC. (PORTLAND OR)

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Licenses & Designations

BOTH

Issued 10/23/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/25/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/13/2011

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 05/12/2011

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 02/11/2008

Series 4 - Registered Options Principal Examination

BC

Issued 06/12/2007

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/03/2007

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 04/04/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Zavila.
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