Jeffrey R. Snodgrass

MINDFUL WEALTH LLC

St. Louis, MO 63109

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CRD#: 5501229

Professional summary

Jeffrey Robert Snodgrass, who also goes by Jeff Snodgrass, is a registered financial advisor currently at MINDFUL WEALTH LLC located in St. Louis, Missouri.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Jeffrey has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff Snodgrass

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.

Sole Owner/Advisor at Mindful Wealth LLC-located in St. Louis, MO-providing investment management and financial planning to individuals and HNW individuals. And Advisor/CCO at Passport Wealth Management, which is headquartered in Cornelius, NC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Robert Snodgrass'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®

None

Experience

Current

July 18, 2016 - Present

MINDFUL WEALTH LLC

Office #1: 5431 Chippewa St, St. Louis, MO 63109

RIA

CRD#: 284177

St. Louis, MO

Past

January 10, 2022 - March 3, 2025

XYPN INVEST

RIA

CRD#: 285967

BOZEMAN, MT

Past

February 27, 2009 - May 27, 2016

HILL INVESTMENT GROUP

RIA

CRD#: 136452

ST. LOUIS, MO

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

Missouri
(7/18/2016)

IAR

Texas
(8/11/2016)

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

State Security Law Exam

IAR

Series 65

Date: 2/26/2009

Uniform Investment Adviser Law Examination

Current Firm

MINDFUL WEALTH LLC

CONNECTED FINANCIAL PLANNING | MINDFUL WEALTH LLC

CRD#: 284177 / SEC#:

Illinois

Registered Investment Advisory firm - (12/31/2018 Terminated)

Missouri

Registered Investment Advisory firm - (7/18/2016 Approved)

Texas

Registered Investment Advisory firm - (8/11/2016 Conditional Restricted)

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).

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Contact information

Main Address

5431 Chippewa St, St. Louis, MO 63109

Mailing Address

Phone number

(314) 462-2004

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	120
AUM (Assets Under Management)	$ 23,873,393

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.

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Jeffrey R. Snodgrass

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Robert Snodgrass's CRS (Customer Relationship Summary).

Certified licenses

Experience

MINDFUL WEALTH LLC

XYPN INVEST

HILL INVESTMENT GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 2/26/2009

Current Firm

MINDFUL WEALTH LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MINDFUL WEALTH LLC

TRUST BUT VERIFY

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