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Jeffrey Robert Snodgrass

XY INVESTMENT SOLUTIONS, LLC·BOZEMAN, Montana
Series 65Clean record17 years registeredXY INVESTMENT SOLUTIONS, LLC
24 E. MAIN STREET, BOZEMAN, MT 59715CRD# 5501229Firm CRD# 285967

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Robert Snodgrass · BOZEMAN, MT
Registration
CRD #5501229 · XY INVESTMENT SOLUTIONS, LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

WEDMONT PRIVATE CAPITAL
Jan 2026 – present
XYPN INVEST
Jan 2022 – Mar 2025
BOZEMAN, MT
MINDFUL WEALTH LLC
Jul 2016 – Jan 2026
ST. LOUIS, MO
HILL INVESTMENT GROUP
Feb 2009 – May 2016
ST. LOUIS, MO
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 27, 2009
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
XY INVESTMENT SOLUTIONS, LLC
CRD 285967 · SEC 801-118916
AUM
$133M
Regulatory assets under management
Employees
15
1,451 client accounts
Services offered by XY INVESTMENT SOLUTIONS, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at XY INVESTMENT SOLUTIONS, LLC →
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05

Frequently Asked Questions

What services does Jeffrey Robert Snodgrass offer?
Jeffrey Robert Snodgrass specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BOZEMAN, Montana for a consultation.
What are Jeffrey Robert Snodgrass's credentials?
Jeffrey Robert Snodgrass is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Robert Snodgrass located?
Jeffrey Robert Snodgrass is based in BOZEMAN, Montana, working with XY INVESTMENT SOLUTIONS, LLC. Their office serves clients in the BOZEMAN metropolitan area and surrounding communities.
How does Jeffrey Robert Snodgrass charge for services?
Jeffrey Robert Snodgrass's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is XY INVESTMENT SOLUTIONS, LLC?
XY INVESTMENT SOLUTIONS, LLC has approximately 15 employees and manages $133M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at XY INVESTMENT SOLUTIONS, LLC

Michael Ernest Kitces
BOZEMAN, MT
Bradley Michael Griffiths
BOZEMAN, MT
Robert Alan Moore
BOZEMAN, MT
Lisa Asher
BOZEMAN, MT
CFA

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Nearby cities in Montana
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Research
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