James C. Snyder

INTELLUS ADVISORS

NAPLES, FL 34108

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CRD#: 6275869

Professional summary

James Charles Snyder, CFP®, who also goes by Jim Snyder, is a registered financial advisor currently at INTELLUS ADVISORS, LLC located in Naples, Florida.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. James has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jim Snyder

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) - RIA

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

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^®

Certified Financial Planner

Experience

Current

November 20, 2024 - Present

INTELLUS ADVISORS, LLC

Office #1: 8625 Tamiami Trail N. Suite 301, Naples, FL 34108

RIA

CRD#: 332883

NAPLES, FL

Past

May 28, 2021 - October 3, 2024

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

Naples, FL

Past

May 27, 2021 - October 3, 2024

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

Naples, FL

Past

June 4, 2019 - May 12, 2021

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

NAPLES, FL

Past

May 31, 2019 - May 12, 2021

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

NAPLES, FL

Past

January 29, 2015 - July 18, 2018

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

NAPLES, FL

Past

September 26, 2014 - July 18, 2018

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

NAPLES, FL

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".

INTELLUS ADVISORS, LLC

INTELLUS ADVISORS WEALTH MANAGEMENT | INTELLUS ADVISORS, LLC

CRD#: 332883 / SEC#: 801-131142

RIA

Registered Investment Advisory firm - (9/18/2024 Approved)

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

Florida
(11/20/2024)

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 66

Date: 1/28/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 7/18/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/26/2014

General Securities Representative Examination

Current Firm

INTELLUS ADVISORS, LLC

INTELLUS ADVISORS WEALTH MANAGEMENT | INTELLUS ADVISORS, LLC

CRD#: 332883 / SEC#: 801-131142

RIA

Registered Investment Advisory firm - (9/18/2024 Approved)

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Contact information

Main Address

8625 Tamiami Trail N. Suite 301, Naples, FL 34108

Mailing Address

Phone number

(239) 649-3600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INTELLUS ADVISORS, LLC ADV PART 2A BROCHURE 4 22 2025 (4/22/2025)

INTELLUS ADVISORS WRAP BROCHURE 4 8 2025 (4/8/2025)

Regulatory assets under management

Total Number of Accounts	3,377
AUM (Assets Under Management)	$ 1,183,640,395

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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Advisor Monitoring

Firm Stability Insights

James C. Snyder

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

INTELLUS ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/28/2015

SIE

Date: 7/18/2018

Series 7

Date: 9/26/2014

Current Firm

INTELLUS ADVISORS, LLC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTELLUS ADVISORS, LLC

TRUST BUT VERIFY

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