Jeffrey Snell, financial advisor Cave Creek AZ

Jeffrey Snell

CRD Number: 1790083
Current Firm: Jr Snell Capital Management, LLC

Jeffrey Snell (CRD# 1790083) is an Investment Advisor Representative working at Jr Snell Capital Management, LLC in Cave Creek, AZ and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Jr Snell Capital Management, LLC Cave Creek, AZ Aug 2001 - Current 18
Jr Snell & Company Cave Creek, AZ Apr 1997 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1988
S65 NASAA Investment Advisors Law Examination Nov 2001
Contact Info for Jeffrey R. Snell
Phone Number: 480-575-7688
Firm Website: http://www.jrscm.com
Registered State(s):
  • AZ
  • WA
Current Firm Details
Jr Snell Capital Management, LLC
Firm's CRD Number: 117598
By the Numbers
  • Total Assets Under Management
    23
    MILLIONS
  • Total Number of Accounts
    223
    ACCOUNTS
  • Average Account Value
    $103,328
Compensation Options
  • A percentage of assets under your management
  • 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
  • Other
Types of Clients
Registered States

AZ, CA, NY, WA

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