Jared SniderCRD Number: 6236036
Current Firm: Exencial Wealth Advisors
Jared Snider (CRD# 6236036) is an Investment Advisor Representative working at Exencial Wealth Advisors in Oklahoma City, OK and has over 3 years of experience in the finance industry.
Mark I Asset Management, Ltd
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Trilogy Financial Solutions
|Exencial Wealth Advisors||Oklahoma City, OK||Apr 2014 - Current||3|
|Chalk, Cullum & Associates||Southlake, TX||Jul 2013 - Current||4|
|Harvest Church||Sand Springs, OK||Mar 2011 - Current||6|
|Kivell, Rayment & Francis||Tulsa, OK||Oct 2011 - Jul 2013||1|
|Centry Geophysical Group||Tulsa, OK||Jun 2010 - Aug 2011||1|
|Eller & Detrich||Tulsa, OK||Aug 2010 - May 2011||< 1|
|City Of Tulsa||Tulsa, OK||Feb 2010 - Apr 2011||1|
|Student||Tulsa, OK||Aug 2009 - Feb 2010||< 1|
|Law Office Of Joyce Lindauer||Dallas, TX||Jun 2009 - Aug 2009||< 1|
|Dallas County Court At Law||Dallas, TX||May 2009 - Jun 2009||< 1|
|First Bank Of Owasso||Owasso, OK||Jan 2009 - May 2009||< 1|
|Full Time Student||Tulsa, OK||Sep 2008 - Jan 2009||< 1|
|First Bank Of Owasso||Owasso, OK||Feb 2007 - Jul 2008||1|
|Unemployed||Tulsaa, OK||Jun 2006 - Feb 2007||< 1|
|Oral Roberts University||Tulsa, OK||Feb 2005 - Dec 2006||1|
|Oral Roberts Universtiy||Tulsa, OK||Jan 2003 - Jun 2006||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2013|
Total Assets Under Management1,586MILLIONS
Total Number of Accounts2,521ACCOUNTS
Average Account Value$629,133
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CA, CT, FL, GA, IL, KS, LA, MA, MI, MO, NC, NH, NJ, NY, OK, PA, TX, VA, WA
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