Unclaimed Profile

Jon Carter Snare

BORDEAUX WEALTH ADVISORS LLC·MENLO PARK, California

Series 7, Series 63, Series 65Clean record28 years registeredBORDEAUX WEALTH ADVISORS LLC

1550 EL CAMINO REAL, MENLO PARK, CA 94025CRD# 2277530Firm CRD# 287758

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jon Carter Snare · MENLO PARK, CA

Registration

CRD #2277530 · BORDEAUX WEALTH ADVISORS LLC · 28 years registered

Brand Profile

Not yet started

Career History

FOCUS PARTNERS WEALTH, LLC

Jul 2025 – present

BORDEAUX WEALTH ADVISORS

Jan 2020 – Jul 2025

Kirkland, WA

DELOITTE & TOUCHE INVESTMENT ADVISORS LLC

Mar 1998 – Jun 2006

OMAHA, NE

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · March 4, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BORDEAUX WEALTH ADVISORS LLC

CRD 287758 · SEC 801-110221

AUM

$4.4B

Regulatory assets under management

Employees

247 client accounts

Services offered by BORDEAUX WEALTH ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BORDEAUX WEALTH ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Jon Carter Snare offer?

Jon Carter Snare specializes in Financial Planning, Investment Management. Contact their office in MENLO PARK, California for a consultation.

What are Jon Carter Snare's credentials?

Jon Carter Snare is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jon Carter Snare located?

Jon Carter Snare is based in MENLO PARK, California, working with BORDEAUX WEALTH ADVISORS LLC. Their office serves clients in the MENLO PARK metropolitan area and surrounding communities.

How does Jon Carter Snare charge for services?

Jon Carter Snare's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BORDEAUX WEALTH ADVISORS LLC?

BORDEAUX WEALTH ADVISORS LLC has approximately 35 employees and manages $4.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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