James Charles Snyder
Investment adviser representative at Intellus Advisors, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.4BFirm assets
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Intellus Advisors, LLCOct 2024 to now
- Raymond James & Associates, Inc.May 2021 to Sep 2024
- Wells Fargo Clearing Services, LLCMay 2019 to May 2021
- Coastal It ConsultingJul 2018 to May 2019
- Wells Fargo Clearing Services, LLCNov 2016 to Jul 2018
- Wells Fargo Advisors, LLCDec 2013 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (FL).
Intellus Advisors, LLC
$1.4BAssets managed
1,029Clients
9Advisers
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
- 6275869
- Firm CRD
- 332883