JS
Jason A. Snipe
ODYSSEY CAPITAL ADVISORS
Bala Cynwyd, PA 19004
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CRD#: 4685949
JS
Professional summary
Jason A Snipe is a registered financial advisor currently at ODYSSEY CAPITAL ADVISORS INC. located in Bala Cynwyd, Pennsylvania.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jason has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 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, Investment Related, 2 Bala Plaza, Suite 515, Bala Cynwyd, PA 19004; began 09/2016, 2 hours/month (all during trading hours). 2) CNBC, Investment Related, 900 Sylvan Avenue in the Englewood Cliffs neighborhood, NJ, Englewood Cliffs, 07632, Financial news channel, Contributor, Independent contractor, 11/2/2020, 3 hours/month, 3 securities trading hours per month, Discussion of Odyssey's analysis of a particular security or strategy to a general audience. 3) La Salle Academy, Not Investment Related, 215 East 6th Street, New York, NY 10003, college-preparatory high school, Co-Vice Chairman, began 03/2021, 1 hour/month; with 0 hours/month during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Jason A Snipe'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®
NoneExperience
Current
December 27, 2018 - Present
ODYSSEY CAPITAL ADVISORS INC.
Office #1: 2 Bala Plaza Suite 515, Bala Cynwyd, PA 19004RIA
CRD#: 299034
Bala Cynwyd, PA
Past
January 3, 2019 - May 10, 2019
SAXONY SECURITIES, INC.
BD
CRD#: 115547
Bala Cynwyd, PA
Past
April 19, 2016 - December 26, 2018
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
BALA CYNWYD, PA
Past
August 15, 2013 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
Bala Cynwyd, PA
Past
August 15, 2013 - December 26, 2018
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
Bala Cynwyd, PA
Past
November 25, 2009 - August 20, 2013
NEW ENGLAND SECURITIES
RIA
CRD#: 615
BALA CYNWYD, PA
Past
October 31, 2003 - August 20, 2013
NEW ENGLAND SECURITIES
BD
CRD#: 615
BALA CYNWYD, PA
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".
OC
ODYSSEY CAPITAL ADVISORS INC.
ODYSSEY CAPITAL ADVISORS INC.
CRD#: 299034 / SEC#: 801-130634
RIA
Registered Investment Advisory firm - (7/5/2024 Approved)California
Registered Investment Advisory firm - (9/25/2024 Terminated)Delaware
Registered Investment Advisory firm - (8/28/2024 Terminated)District of Columbia
Registered Investment Advisory firm - (8/26/2024 Terminated)Florida
Registered Investment Advisory firm - (8/26/2024 Terminated)Louisiana
Registered Investment Advisory firm - (9/17/2024 Terminated)New Jersey
Registered Investment Advisory firm - (8/29/2024 Terminated)New York
Registered Investment Advisory firm - (8/26/2024 Terminated)Pennsylvania
Registered Investment Advisory firm - (8/27/2024 Terminated)Texas
Registered Investment Advisory firm - (8/26/2024 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
Pennsylvania(12/27/2018)
IAR
Texas(1/4/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
OC
ODYSSEY CAPITAL ADVISORS INC.
ODYSSEY CAPITAL ADVISORS INC.
CRD#: 299034 / SEC#: 801-130634
RIA
Registered Investment Advisory firm - (7/5/2024 Approved)California
Registered Investment Advisory firm - (9/25/2024 Terminated)Delaware
Registered Investment Advisory firm - (8/28/2024 Terminated)District of Columbia
Registered Investment Advisory firm - (8/26/2024 Terminated)Florida
Registered Investment Advisory firm - (8/26/2024 Terminated)Louisiana
Registered Investment Advisory firm - (9/17/2024 Terminated)New Jersey
Registered Investment Advisory firm - (8/29/2024 Terminated)New York
Registered Investment Advisory firm - (8/26/2024 Terminated)Pennsylvania
Registered Investment Advisory firm - (8/27/2024 Terminated)Texas
Registered Investment Advisory firm - (8/26/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2 Bala Plaza Suite 515, Bala Cynwyd, PA 19004
Mailing Address
Phone number
(484) 278-4497
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 596 |
| AUM (Assets Under Management) | $ 144,447,342 |
Red Flags
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