Jason Snyder is a registered investment advisor, based in Rockville, MD, with 28 years of industry experience.
Location
15245 Shady Grove Rd, Suite 240, Rockville, MD, 20850
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jason is an associate/employee at Lee Sipe & Associates as a financial planner, dedicating about half his time to this role. He also supports partners at Serving Those Who Serve, spending minimal time on this activity.
Employment History
Current Registrations
Raymond James Financial Services, INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Capitol Securities Management, INC.
Capitol Securities Management, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
UBS Financial Services INC.Broker
Securities Service Network, INC.Broker
Assent LLCBroker
Capitol Advisory CorporationBroker
Capitol Securities Management, INC.Broker
Olde Discount CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.