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Jerry Snyder

CFP®
RETIREMENT STRATEGIES, LTD.
DUBLIN, OH
·CRD# 1049006·44 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jerry Wesley Snyder

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

CFP®
Certified Financial PlannerSince 1986

Years of Experience

44 years in the financial services industry

Current & Past Employments

RETIREMENT STRATEGIES, LTD.·CRD# 163701
RIA
5060 Parkcenter Ave Suite A, Dublin, OH 43017
July 3, 2012 - Present
OSAIC WEALTH, INC.·CRD# 23131
RIA
Dublin, OH
October 27, 2009 - July 6, 2012
SIMPLY MONEY ADVISORS·CRD# 106619
RIA
Dublin, OH
June 24, 2003 - July 3, 2012
OSAIC WEALTH, INC.·CRD# 23131
BD
Dublin, OH
June 12, 2003 - July 6, 2012
OSAIC FA, INC.·CRD# 3978
RIA
Columbus, OH
January 3, 2000 - June 16, 2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY·CRD# 2580
BD
Fort Wayne, IN
February 4, 1992 - June 16, 2003
OSAIC FA, INC.·CRD# 3978
BD
Fort Wayne, IN
February 4, 1992 - June 16, 2003
WRP INVESTMENTS, INC.·CRD# 7365
BD
Youngstown, OH
November 13, 1990 - November 11, 1991
COLUMBUS EQUITIES INTERNATIONAL, INC.·CRD# 7559
BD
September 6, 1989 - September 21, 1990
NEW ENGLAND SECURITIES·CRD# 615
BD
May 22, 1984 - April 6, 1988
GREEN HILL FINANCIAL SERVICE CORPORATION·CRD# 4882
BD
June 28, 1982 - May 17, 1984

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Current Firm

RS
RETIREMENT STRATEGIES, LTD.

RETIREMENT STRATEGIES, LTD.

CRD#: 163701 / SEC#: 801-112738
RIA
Registered Investment Advisory firm - SEC (4/2/2018 Approved)
Ohio
Registered Investment Advisory firm - Ohio (6/27/2018 Terminated)
Texas
Registered Investment Advisory firm - Texas (6/25/2018 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

5060 Parkcenter Ave. Suite A, Dublin, OH 43017

Phone Number

(614) 799-8668

# of Employees

10

SEC notice filing (7 States and Territories)

Registered to provide investment advisory services in 7 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A - FIRM BROCHURE (2/19/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,003

AUM (Assets Under Management)

$272,729,463

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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 - SEC (4/2/2018 Approved)
Ohio
Registered Investment Advisory firm - Ohio (6/27/2018 Terminated)
Texas
Registered Investment Advisory firm - Texas (6/25/2018 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.
IAR
Ohio
(7/3/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 2010About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Apr 2007About the Series 7 exam

Series 22 — Direct Participation Programs Representative Examination

Passed Apr 1983About the Series 22 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jun 1982About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Jerry Snyder's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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JS
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