Jeffrey Robert Snodgrass
Investment adviser representative at Wedmont Private Capital
10 yearsExperience
2 statesRegistered in
$3.4BFirm assets
5 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.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Wedmont Private Capital, LLCJan 2026 to now
- Passport Wealth ManagementFeb 2025 to Nov 2025
- Xypn InvestAug 2018 to Feb 2025
- Mindful Wealth LLCJun 2016 to Jan 2026
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
Wedmont Private Capital
Legal name: Wedmont Private Capital, LLC
$3.4BAssets managed
498Clients
12Advisers
5 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
- 5501229
- Firm CRD
- 305815