AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
JS

John T. Snider

Some features on this profile are disabled
CRD#: 1329063
JS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

John Timothy Snider JR, who also goes by John Timothy Snider, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1984. John had worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 53, Series 24 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John Timothy Snider

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

July 24, 2007 - April 7, 2016

AMEGY INVESTMENTS, INC.

RIA
CRD#: 120145
HOUSTON, TX
Past

May 13, 2003 - April 20, 2016

AMEGY INVESTMENTS, INC.

BD
CRD#: 120145
HOUSTON, TX
Past

May 29, 2001 - May 15, 2003

FISERV INVESTOR SERVICES, INC.

BD
CRD#: 34637
HOUSTON, TX
Past

May 17, 1993 - May 17, 1993

TEXAS COMMERCE BROKERAGE

BD
CRD#: 17124
Past

May 30, 1986 - May 29, 2001

J.P. MORGAN SECURITIES OF TEXAS, INC.

BD
CRD#: 17116
HOUSTON, TX
Past

December 19, 1984 - March 14, 1986

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 2/5/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


AI
AMEGY INVESTMENTS, INC.
AMEGY INVESTMENTS, INC. | SWBT SECURITIES, INC.

CRD#: 120145 / SEC#: 801-61121, 8-65399

BD
Terminated by SEC on 07/18/2016
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
4400 Post Oak Parkway, Houston, TX 77027-3421
Mailing Address
Phone number
Established
Texas since 02/14/2002
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A ANNUAL UPDATE EFFECTIVE 3-31-15 (3/31/2015)

Direct owners and executive officers


NamePositionCRD#
ZB, N.A.OWNER
CHAPA, SCOTT EDWARDDIRECTOR / SENIOR VICE PRESIDENT4309262
DILLARD, KARENASSISTANT SECRETARY
KNELL, TERRY LYNNVICE PRESIDENT & CHIEF COMPLIANCE OFFICER - BROKER DEALER & INVESTMENT ADVISORY SERVICES1733584
NEWMAN, VALERIE LAYNEVICE PRESIDENT2763957
OUYANG, JANE JIADIRECTOR/SVP/CHIEF OPERATIONS OFFICER/CFO/FINOP1817244
PAUL, ROSALIE JANISEASST. VICE PRESIDENT, COMPLIANCE OFFICER - INSURANCE ACTIVITIES2217903
SHELTON, ROBERT ANDREWSDIRECTOR / SENIOR VICE PRESIDENT2561167
TAYLOR, LINCOLN EARLPRESIDENT & DIRECTOR5011548

Red Flags


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.

Company Information


AMEGY INVESTMENTS, INC.

CRD#: 120145

TRUST BUT VERIFY

Monitor John Snider

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics