Jeffrey B. Snyder
J. W. COLE ADVISORS
Glastonbury, CT 06033
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CRD#: 2911802
Professional summary
Jeffrey Boyd Snyder, CFP® is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Glastonbury, Connecticut and J.W. COLE FINANCIAL, INC. located in Glastonbury, Connecticut.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Jeffrey has worked at 7 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1. INSURANCE - AGENT - STARTED 3/31/2005
2. FIRST FINANCIAL ASSOCIATES - DBA - STARTED 9/16/2002
3. EXECUTOR OF MOTHER'S ESTATE;EXECUTOR;FIDUCIARY POSITION (TRUSTEE, POA, EXECUTOR, ETC.); START DATE 07/22/2013
4. EXECUTOR OF FATHER'S ESTATE;EXECUTOR;FIDUCIARY POSITION (TRUSTEE, POA, EXECUTOR, ETC.); START DATE 08/16/2013.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Boyd 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: 2004
Experience
Current
January 13, 2017 - Present
J. W. COLE ADVISORS, INC.
Office #1: 180 Glastonbury Boulevard #104a, Glastonbury, CT 06033RIA
CRD#: 112294
Glastonbury, CT
Current
January 11, 2017 - Present
J.W. COLE FINANCIAL, INC.
Office #1: 180 Glastonbury Boulevard #104, Glastonbury, CT 06033BD
CRD#: 124583
Glastonbury, CT
Past
May 30, 2008 - January 11, 2017
FIRST ALLIED SECURITIES, INC.
BD
CRD#: 32444
GLASTONBURY, CT
Past
January 1, 2007 - March 10, 2017
FIRST ALLIED ADVISORY SERVICES, INC.
RIA
CRD#: 137888
GLASTONBURY, CT
Past
January 22, 2003 - January 3, 2007
FFP ADVISORY SERVICES INC
RIA
CRD#: 110778
GLASTONBURY, CT
Past
January 22, 2003 - May 30, 2008
FFP SECURITIES, INC.
BD
CRD#: 16337
GLASTONBURY, CT
Past
December 15, 2000 - September 25, 2002
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC
BD
CRD#: 21570
SHELTON, CT
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".
JW
J. W. COLE ADVISORS, INC.
ESHBACH RETIREMENT PLANNING | TILCHIN ASSET MANAGEMENT | JONATHAN ROBERTS ADVISORY GROUP, INC. | JONATHAN ROBERTS ADVISORY GROUP | JAFFE TILCHIN INVESTMENT PARTNERS | J.W. COLE ADVISORS, INC. | J. W. COLE ADVISORS, INC.
CRD#: 112294 / SEC#: 801-60722
RIA
Registered Investment Advisory firm - (11/23/2001 Approved)Arizona
Registered Investment Advisory firm - (12/4/2001 Terminated)Florida
Registered Investment Advisory firm - (12/5/2001 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(1/2/2020)
RR
Colorado(9/23/2025)
RR
Connecticut(1/11/2017)
IAR
Connecticut(1/13/2017)
RR
Florida(1/11/2017)
RR
Georgia(5/24/2024)
RR
Indiana(11/26/2018)
RR
Kansas(1/11/2017)
RR
Maine(1/11/2017)
RR
Maryland(1/11/2017)
RR
Massachusetts(1/11/2017)
RR
Michigan(9/23/2025)
RR
Missouri(3/16/2018)
RR
Nevada(1/11/2017)
RR
New Hampshire(1/11/2017)
RR
New Jersey(1/11/2017)
RR
New York(1/11/2017)
RR
North Carolina(1/11/2017)
RR
Pennsylvania(1/11/2017)
RR
Rhode Island(1/11/2017)
RR
South Carolina(1/11/2017)
RR
Texas(1/11/2017)
IAR
Texas(8/26/2025)
RR
Vermont(1/11/2017)
RR
Virginia(1/11/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
JW
J. W. COLE ADVISORS, INC.
ESHBACH RETIREMENT PLANNING | TILCHIN ASSET MANAGEMENT | JONATHAN ROBERTS ADVISORY GROUP, INC. | JONATHAN ROBERTS ADVISORY GROUP | JAFFE TILCHIN INVESTMENT PARTNERS | J.W. COLE ADVISORS, INC. | J. W. COLE ADVISORS, INC.
CRD#: 112294 / SEC#: 801-60722
RIA
Registered Investment Advisory firm - (11/23/2001 Approved)Arizona
Registered Investment Advisory firm - (12/4/2001 Terminated)Florida
Registered Investment Advisory firm - (12/5/2001 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634
Mailing Address
Phone number
(813) 935-6776
Established
Firm type
Fiscal year end
# of Employees
512
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 29,614 |
| AUM (Assets Under Management) | $ 7,195,237,282 |
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.
