Jon T. Snyder

HERGENROEDER FINANCIAL ADVISORS

Timonium, MD 21093

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CRD#: 6588517

Professional summary

Jon Thomas Alan Snyder, who also goes by Jon T Snyder, Jon Snyder, is a registered financial advisor currently at HERGENROEDER FINANCIAL ADVISORS, INC. located in Timonium, Maryland and LPL FINANCIAL LLC located in Timonium, Maryland.

Jon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Jon has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jon T Snyder | Jon 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 Jon Thomas Alan 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®

None

Experience

Current

March 1, 2021 - Present

HERGENROEDER FINANCIAL ADVISORS, INC.

Office #1: 1954 Greenspring Drive Suite 230, Timonium, MD 21093

RIA

CRD#: 121278

Timonium, MD

Current

February 17, 2021 - Present

LPL FINANCIAL LLC

Office #1: 1954 Greenspring Dr Ste 230, Timonium, MD 21093

RIA

CRD#: 6413

Timonium, MD

Past

February 16, 2016 - February 10, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

TOWSON, MD

Past

January 15, 2016 - February 10, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

TOWSON, MD

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".

HERGENROEDER FINANCIAL ADVISORS, INC.

HERGENROEDER FINANCIAL ADVISORS | HERGENROEDER FINANCIAL ADVISORS, INC.

CRD#: 121278 / SEC#: 801-80882

RIA

Registered Investment Advisory firm - (1/26/2015 Approved)

Maryland

Registered Investment Advisory firm - (2/26/2015 Terminated)

Texas

Registered Investment Advisory firm - (1/29/2015 Terminated)

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).

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.

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

Georgia
(11/1/2021)

Maryland
(2/17/2021)

IAR

Maryland
(3/1/2021)

New York
(10/29/2025)

Pennsylvania
(1/2/2026)

Virginia
(12/1/2021)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/10/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/15/2016

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

HERGENROEDER FINANCIAL ADVISORS, INC.

HERGENROEDER FINANCIAL ADVISORS | HERGENROEDER FINANCIAL ADVISORS, INC.

CRD#: 121278 / SEC#: 801-80882

RIA

Registered Investment Advisory firm - (1/26/2015 Approved)

Maryland

Registered Investment Advisory firm - (2/26/2015 Terminated)

Texas

Registered Investment Advisory firm - (1/29/2015 Terminated)

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Contact information

Main Address

1954 Greenspring Drive Suite 230, Timonium, MD 21093

Mailing Address

Phone number

(410) 769-8262

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PLAIN ENGLISH BROCHURE HERGENROEDER FINANCIAL ADVISORS, INC (2/4/2026)

Regulatory assets under management

Total Number of Accounts	624
AUM (Assets Under Management)	$ 304,505,678

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Jon T. Snyder

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jon Thomas Alan Snyder's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

HERGENROEDER FINANCIAL ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 2/10/2016

SIE

Date: 10/1/2018

Series 7

Date: 1/15/2016

FINRA

Current Firm

HERGENROEDER FINANCIAL ADVISORS, INC.

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HERGENROEDER FINANCIAL ADVISORS, INC.

TRUST BUT VERIFY

Contact information

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