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Jared Brandon Snider

12 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
43 advisors
Number of Clients
3,215 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$5.3B

Fee Structure

Minimum Investment:$250K
Minimum Annual Fee:$2,500
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Location

9108 N. Kelley Avenue, Oklahoma City, OK, 73131

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jared is an equity partner (less than 5%) at Exencial Wealth Advisors, LLC since 2019, dedicating his entire workweek to the firm. He does not participate in any outside business activities that are investment related or require his active engagement.

Employment History
Current Registrations
Exencial Wealth Advisors
April 2014 - Present · 11 yrs 10 mos
Previous Registrations
Trinity Portfolio Advisors, LLC
November 2013 - April 2014 · 5 mos
State Registrations8 states
CAFLKSLANCOHOKTX
Advisor
Exams
No exam information available for this advisor.