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Jacob Lee Snyder

Jacob L. Snyder

CREATIVEONE WEALTH | VP, Branch Leader
Overland Park, KS 66207
Some features on this profile are disabled
CRD#: 6453594
Jacob Lee Snyder
Jacob Lee SnyderCREATIVEONE WEALTH

Professional summary

Jacob Lee Snyder, CFP®, who also goes by Jacob L. Snyder, Jacob Lee Snyder, Jake Lee Snyder, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Overland Park, Kansas and CREATIVEONE SECURITIES, LLC located in Overland Park, Kansas.

Jacob is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Jacob has worked at 7 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.

Biography

I lead a team of advisors who develop financial plans with their clients to work toward their goals while navigating life changes.

Aliases

Jacob L. Snyder | Jacob Lee Snyder | Jake Lee 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.
1.) Capitol Federal; investment related; 9500 Nall Ave Overland Park, KS 66207; Financial planning and advice; Managing Director; 07/2025; 160 hrs/mo; 140 hrs/mo; Supervision of Private Banking, Trust Services, Financial Advisors, and Capitol Federal Insurance 2.) Capitol Federal; investment related; 700 S. Kansas Ave Topeka, KS 66603; Retirement & Benefits Subcommittee; Member; 03/2026; 0-1 hrs/mo; 0-1 hrs/mo; Review investment options within company 401k plan and discuss other employee benefits 3.) CreativeOne Wealth; investment related; 6330 Sprint Parkway Suite 400 Overland Park, KS 66211; RIA; Investment Adviser Representative; 08/2026; 160 hrs/mo; 140 hrs/mo

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Lee 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

Education

University of Virginia

Master of Education - Education

2014

University of Virginia

Bachelor of Arts (BA) - Environmental Sciences

2013

Experience

Current

August 14, 2026 - Present

CREATIVEONE WEALTH, LLC

Office #1: 9500 Nall Ave, Overland Park, KS 66207
RIA
CRD#: 281213
Overland Park, KS
Current

August 14, 2026 - Present

CREATIVEONE SECURITIES, LLC

Office #1: 9500 Nall Ave, Overland Park, KS 66207
RIA
BD
CRD#: 152974
Overland Park, KS
Past

August 7, 2025 - August 17, 2026

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
Overland Park, KS
Past

August 7, 2025 - August 17, 2026

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
Overland Park, KS
Past

March 31, 2025 - June 27, 2025

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
MIDLOTHIAN, VA
Past

July 13, 2018 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
MIDLOTHIAN, VA
Past

June 12, 2015 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
GLEN ALLEN, VA
Past

April 28, 2015 - June 27, 2025

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
MIDLOTHIAN, VA

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".
CW
CREATIVEONE WEALTH, LLC
C1W | LA LOMA FINANCIAL SERVICES | CREATIVEONE WEALTH, LLC | COVENTRY WEALTH ADVISORS | CHANGEPATH, LLC | CHANGEPATH | CHANGE PATH LLC

CRD#: 281213 / SEC#: 801-106677

RIA
Registered Investment Advisory firm - (9/25/2015 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.
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
Kansas
(8/14/2026)
IAR
Kansas
(8/14/2026)
RR
New York
(8/14/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/14/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/28/2015
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 12/1/2021
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 10/28/2021
General Securities Sales Supervisor - Options Module Examination
SRO Registrations
RR
FINRA

Current Firm

CW
CREATIVEONE WEALTH, LLC
C1W | LA LOMA FINANCIAL SERVICES | CREATIVEONE WEALTH, LLC | COVENTRY WEALTH ADVISORS | CHANGEPATH, LLC | CHANGEPATH | CHANGE PATH LLC

CRD#: 281213 / SEC#: 801-106677

RIA
Registered Investment Advisory firm - (9/25/2015 Approved)
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Contact information

Main Address
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211
Mailing Address
Phone number
(913) 402-7897
Established
Firm type
Fiscal year end
# of Employees
217

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CREATIVEONE WEALTH ADV PART 2A 03.31.2025 (4/15/2025)

Regulatory assets under management

Total Number of Accounts29,437
AUM (Assets Under Management)$ 4,828,907,475

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

CREATIVEONE WEALTH, LLC

VP, Branch LeaderCRD#: 281213Overland Park, KS 66207

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