Jared Snider, financial advisor Oklahoma City OK
94 score

Jared Snider

CRD 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 4 years of experience in the finance industry.

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Company Name Location Dates Years
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
Contact Info for Jared B. Snider
Phone Number:
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    1,586
    MILLIONS
  • Total Number of Accounts
    2,521
    ACCOUNTS
  • Average Account Value
    $629,133
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AZ, CA, CT, FL, GA, IL, KS, LA, MA, MI, MO, NC, NH, NJ, NY, OK, PA, TX, VA, WA

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BADGES
94
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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