JS
Jerry Snyder
RETIREMENT STRATEGIES, LTD.
DUBLIN, OH 43017
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CRD#: 1049006
JS
Professional summary
Jerry Snyder, CFP®, who also goes by Jerry Wesley Snyder, is a registered financial advisor currently at RETIREMENT STRATEGIES, LTD. located in Dublin, Ohio.
Jerry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Jerry has worked at 9 firms and has passed the Series 63, Series 7, Series 22 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jerry Wesley Snyder
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Central Ohio Professional Education Council (COPEC) Central Ohio Professional Education Council (COPEC) - no permanent address. Meeting locations are rotated among board member offices and other free locations. Mail for the organization is sent to 5060 Parkcenter Avenue, Suite A, Dublin, Ohio, 43017. Non-investment related, non-profit 501(c)(3) organization offering a variety of educational opportunities for the community. Board member/Secretary participating in group presentations with peer professionals in related non-investment planning disciplines. January 2005 10-15 total hours devoted per month. 10-15 hours per month devoted during securities trading hours. RS Tax and Accounting Services, LLC RS Tax and Accounting Services, 5060 Parkcenter Avenue, Suite A, Dublin, Ohio, 43017. Non-investment related, tax and accounting services. Passive Partner. I do not provide any services through this company nor do I receive any direct compensation from this company beyond my ownership share. All tax and accounting services are provided by a qualified active partner who manages the business and is not securities licensed. July 20, 2011 2 total hours devoted per month. 2 hours devoted per month during securities trading hours. Crump Life Insurance Services Crump Life Insurance Services, Red Brook Corporate Center, 300 Red Brook Blvd., Suite 109, Owings Mills, MD 21117 Non-investment related, independent wholesale distributor of life insurance. Licensed Insurance Agent selling and recommending insurance products. As such, I may have an incentive to sell and recommend insurance products to the clients of Retirement Strategies, Ltd. When such recommendations or sales are made, a conflict of interest exists as I may earn insurance commissions for the sale of those products. Clients are under no obligation to purchase said products. January 2002 4-6 total hours devoted per month 4-6 hours per month devoted during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Jerry Snyder's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1986
Experience
Current
July 3, 2012 - Present
RETIREMENT STRATEGIES, LTD.
Office #1: 5060 Parkcenter Ave Suite A, Dublin, OH 43017RIA
CRD#: 163701
DUBLIN, OH
Past
October 27, 2009 - July 6, 2012
OSAIC WEALTH, INC.
RIA
CRD#: 23131
DUBLIN, OH
Past
June 24, 2003 - July 3, 2012
SIMPLY MONEY ADVISORS
RIA
CRD#: 106619
DUBLIN, OH
Past
June 12, 2003 - July 6, 2012
OSAIC WEALTH, INC.
BD
CRD#: 23131
DUBLIN, OH
Past
January 3, 2000 - June 16, 2003
OSAIC FA, INC.
RIA
CRD#: 3978
COLUMBUS, OH
Past
February 4, 1992 - June 16, 2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BD
CRD#: 2580
FORT WAYNE, IN
Past
February 4, 1992 - June 16, 2003
OSAIC FA, INC.
BD
CRD#: 3978
FORT WAYNE, IN
Past
November 13, 1990 - November 11, 1991
WRP INVESTMENTS, INC.
BD
CRD#: 7365
YOUNGSTOWN, OH
Past
September 6, 1989 - September 21, 1990
COLUMBUS EQUITIES INTERNATIONAL, INC.
BD
CRD#: 7559
Past
May 22, 1984 - April 6, 1988
NEW ENGLAND SECURITIES
BD
CRD#: 615
Past
June 28, 1982 - May 17, 1984
GREEN HILL FINANCIAL SERVICE CORPORATION
BD
CRD#: 4882
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RS
RETIREMENT STRATEGIES, LTD.
RETIREMENT STRATEGIES, LTD.
CRD#: 163701 / SEC#: 801-112738
RIA
Registered Investment Advisory firm - (4/2/2018 Approved)Ohio
Registered Investment Advisory firm - (6/27/2018 Terminated)Texas
Registered Investment Advisory firm - (6/25/2018 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Ohio(7/3/2012)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
RS
RETIREMENT STRATEGIES, LTD.
RETIREMENT STRATEGIES, LTD.
CRD#: 163701 / SEC#: 801-112738
RIA
Registered Investment Advisory firm - (4/2/2018 Approved)Ohio
Registered Investment Advisory firm - (6/27/2018 Terminated)Texas
Registered Investment Advisory firm - (6/25/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5060 Parkcenter Ave. Suite A, Dublin, OH 43017
Mailing Address
Phone number
(614) 799-8668
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 974 |
| AUM (Assets Under Management) | $ 242,909,171 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
