Jason Allen Snyder
Investment adviser representative at Raymond James Financial Services Advisors, Inc
16 yearsExperience
1 stateRegistered in
$390BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Federal Employee Benefits EducationMay 2021 to now
- Lee Sipe & Associates (lsa)May 2021 to now
- Ls AssociatesMay 2021 to now
- Raymond James Financial Services Advisors, IncMay 2021 to now
- Raymond James Financial Services, IncMay 2021 to now
- Stws, LLC (serving Those Who Serve, LLC)May 2021 to now
- Ez Federal Benefits EducationApr 2021 to now
- Capitol Securities Management, IncJun 2018 to Apr 2021
- Raymond James Financial Services Advisors Inc.Sep 2014 to Jun 2018
- Serving Those Who ServeMar 2014 to Jun 2018
- Give, LLCJun 2012 to Jun 2018
- Lee Sipe and Associates (lsa)Jul 2010 to Jun 2018
- Raymond James Financial Services, IncJun 2010 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (MD).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 2840617
- Firm CRD
- 149018