Jason A Snipe
Investment adviser representative at Odyssey Capital Advisors Inc.
7 yearsExperience
2 statesRegistered in
$189.2MFirm assets
2 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 feeOther
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
7 years in the industry.
- Odyssey Capital Advisors Inc.Sep 2016 to now
- Saxony Securities, Inc.Jan 2019 to Apr 2019
- Uptown Ideas LLCJan 2015 to Apr 2018
- Kestra Financial Services, Inc.Aug 2013 to Dec 2018
- First Genesis Financial GroupJul 2012 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Odyssey Capital Advisors Inc.
$189.2MAssets managed
259Clients
5Advisers
2 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
- 4685949
- Firm CRD
- 299034