Jeff R Snell
Jeff R Snell
Stop FollowingJeff R Snell
ABOUT
My name is Jeff Snell (Jeffrey Randall Snell to be most precise). I answer to “Jeff”, “Jeffrey”, ”JR” and “Hey You” when necessary.
I am Series 65 licensed, which means I am a registered investment advisor. I used to be a stockbroker (registered representative) so I know what it’s like to be both, or either… and being an RIA is a much more “conflict free” way to advise people.
I’ve been in the financial services industry for over 20 years and during this time I’ve seen the industry from the inside out. Some of what I’ve seen and much of what I’ve studied and learned for the last couple of decades has shown me how clients should be really be treated and additionally, how the markets really work.
I am Series 65 licensed, which means I am a registered investment advisor. I used to be a stockbroker (registered representative) so I know what it’s like to be both, or either… and being an RIA is a much more “conflict free” way to advise people.
I’ve been in the financial services industry for over 20 years and during this time I’ve seen the industry from the inside out. Some of what I’ve seen and much of what I’ve studied and learned for the last couple of decades has shown me how clients should be really be treated and additionally, how the markets really work.
SNAPSHOT
- Description: Registered investment advisor. Trading frequency: Daily
- Interests: Bonds, Commodities, ETFs, Foreign stocks, Forex, Gold, Retirement savings, Stocks - long, Stocks - short, Tech stocks
COMPANY
JR Snell Capital Management, LLC
JR Snell Capital Management, LLC is a fiercely independent boutique investment management firm formed to assist higher net worth individuals with their unique set of investment challenges.
We provide two main services for our clients:
We work with our clients to develp a plan to insure that they will have the ...More
future cash flows and assets to accomplish their unique life goals. We have developed proprietary planning and analysis systems that we deploy as part of our overall investment management program.
We then execute our primary specialty which is to custom craft an investment portfolio for each client and then to successfully manage that portfolio to maximum performance at minimum risk. We cut out the middleman by using “real” investments (individual stocks and bonds) which typically result in lower net costs to our clients than what others are paying for their run-of-the-mill-financial-planning-via-mutual-funds relationships.
Book
Currently, there are no book details for Jeff R Snell.


