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Jeffrey Philip Snell

Citizens JMP Securities, LLC

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About Jeffrey Philip Snell

Jeffrey Philip Snell is a registered representative with Citizens JMP Securities, LLC and is licensed to sell securities in North Carolina. Previously, Jeffrey was a registered representative with BMO Capital Markets Corp. in New York. Jeffrey is currently registered with FINRA and the North Carolina Securities Division.

Firm Information

Jeffrey Snell is currently registered with Citizens JMP Securities, LLC. Citizens JMP Securities, LLC, a Limited Liability Company, was formed in 2002 and is approved in all 50 states and the District of Columbia. The firm has received one SEC registration and 51 state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

238

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.

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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Jeffrey Snell’s Registration & Firm History

NC

09/06/2024 - Present

Citizens JMP Securities, LLC (CHARLOTTE NC)

NY

08/07/2021 - 07/19/2023

BMO CAPITAL MARKETS CORP. (New York NY)

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Licenses & Designations

BC

Issued 08/13/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/07/2021

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 05/17/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Philip Snell.
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