Unclaimed Profile

Jason A Snipe

ODYSSEY CAPITAL ADVISORS INC.·BALA CYNWYD, Pennsylvania

SIE, Series 6, Series 7, Series 63, Series 65Clean record16 years registeredODYSSEY CAPITAL ADVISORS INC.

2 BALA PLAZA, BALA CYNWYD, PA 19004CRD# 4685949Firm CRD# 299034

Profile Verification

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

Identity

Jason A Snipe · BALA CYNWYD, PA

Registration

CRD #4685949 · ODYSSEY CAPITAL ADVISORS INC. · 16 years registered

Brand Profile

Not yet started

Career History

ODYSSEY CAPITAL ADVISORS INC.

Dec 2018 – present

KESTRA ADVISORY SERVICES, LLC

Apr 2016 – Dec 2018

BALA CYNWYD, PA

NFP ADVISOR SERVICES, LLC

Aug 2013 – Sep 2016

Bala Cynwyd, PA

NEW ENGLAND SECURITIES CORPORATION

Nov 2009 – Aug 2013

BALA CYNWYD, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · November 25, 2009

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ODYSSEY CAPITAL ADVISORS INC.

CRD 299034 · SEC 801-130634

AUM

$122M

Regulatory assets under management

Employees

550 client accounts

Services offered by ODYSSEY CAPITAL ADVISORS INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ODYSSEY CAPITAL ADVISORS INC. →

Introduction

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Frequently Asked Questions

What services does Jason A Snipe offer?

Jason A Snipe specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BALA CYNWYD, Pennsylvania for a consultation.

What are Jason A Snipe's credentials?

Jason A Snipe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jason A Snipe located?

Jason A Snipe is based in BALA CYNWYD, Pennsylvania, working with ODYSSEY CAPITAL ADVISORS INC.. Their office serves clients in the BALA CYNWYD metropolitan area and surrounding communities.

How does Jason A Snipe charge for services?

Jason A Snipe's firm is compensated through percentage of aum, hourly charges, subscription fees, other: referral fees & percentage of plan assets. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ODYSSEY CAPITAL ADVISORS INC.?

ODYSSEY CAPITAL ADVISORS INC. has approximately 4 employees and manages $122M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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