Jay Snell (CRD# 6504427) is an Investment Advisor Representative working at Morgan Stanley in Perrysburg, OH and has 1 year of experience in the finance industry.
CRD# 4537321
Bollin Wealth Management, LLC
CRD# 3016364
Edward Jones
CRD# 6107473
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley | Perrysburg, OH | Feb 2023 - Current | 1 |
| Unemployed | Perrysburg, OH | Nov 2022 - Jan 2023 | < 1 |
| Wedbush Securities Inc. | Los Angeles, CA | Jan 2021 - Oct 2022 | 1 |
| Molson Coors Beverage Company | Denver, CO | Jun 2017 - Dec 2020 | 3 |
| University Of Colorado Boulder | Boulder, CO | Aug 2013 - May 2017 | 3 |
| Oppenheimer Funds | Denver, CO | May 2016 - Jul 2016 | < 1 |
| Bank Of America Merrill Lynch | Toledo, OH | May 2015 - Jul 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2022 |
- OH
- TX
-
Total Assets Under Management1,402,426MILLIONS
-
Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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