Jon Thomas alan Snyder
Investment adviser representative at Hergenroeder Financial Advisors, Inc.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$304.5MFirm assets
Are you Jon Thomas alan Snyder? Claim your profile
Contact this firm
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
Experience
11 years in the industry.
- Hergenroeder Financial Advisors, Inc.Feb 2021 to now
- LPL Financial LLCFeb 2021 to now
- Bank of America, N.A.May 2017 to Feb 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2015 to Feb 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (MD).
Hergenroeder Financial Advisors, Inc.
$304.5MAssets managed
421Clients
4Advisers
11 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
- 6588517
- Firm CRD
- 121278