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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Snyder is a financial advisor with over 24 years of experience in the industry. Jason is registered with Raymond James Financial Services Advisors, Inc. in Maryland and holds licenses for both Broker-Dealer and Investment Advisor. Jason has held several previous roles at various firms including Capitol Securities Management, Inc., UBS Financial Services Inc., and Securities Service Network, Inc. Jason is a seasoned financial advisor, with a commitment to building long-term relationships with clients. Jason has a strong background in financial planning, portfolio management, and retirement planning.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MD
05/10/2021 - Present
Raymond James Financial Services Advisors, Inc. (Rockville MD)
VA
06/26/2018 - 05/06/2021
CAPITOL SECURITIES MANAGEMENT, INC. (RESTON VA)
MD
07/13/2010 - 06/26/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (ROCKVILLE MD)
VA
04/30/2010 - 05/07/2010
UBS FINANCIAL SERVICES INC. (VIENNA VA)
VA
08/29/2007 - 04/30/2010
SECURITIES SERVICE NETWORK, INC. (RESTON VA)
MD
10/20/2006 - 08/30/2007
ASSENT LLC (PIKESVILLE MD)
FL
02/21/2003 - 10/11/2006
CAPITOL ADVISORY CORPORATION (BELLEAIRE BEACH FL)
VA
10/16/1998 - 10/06/2006
CAPITOL SECURITIES MANAGEMENT, INC. (MCLEAN VA)
MI
04/01/1997 - 06/10/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 09/11/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/17/1998
Series 24 - General Securities Principal Examination
BC
Issued 11/25/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 08/04/1997
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2003
Series 3 - National Commodity Futures Examination
BC
Issued 03/21/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/31/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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