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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)11 years in industry

Jacob Lee Snyder

Advisor at CREATIVEONE WEALTH, LLC

Overland Park, KS | OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:dd20983d-402a-7ccb-67ed-2fa4df4a1a1e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Jun 12, 2015 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CREATIVEONE WEALTH, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: May 14, 2015
First registration: Jun 12, 2015
Dual registered: yes, broker-dealer
Other names: JACOB LEE SNYDER|JAKE LEE SNYDER|JACOB L. SNYDER
IAPD individual key: 6453594

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CREATIVEONE WEALTH, LLC	Independent wealth	Aug 14, 2026	n/a	yes	Overland Park, KS\|OVERLAND PARK, KS	Current employment
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Aug 7, 2025	Aug 17, 2026	no	Overland Park, KS	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	Jun 27, 2025	no	RICHMOND, VA\|RICHMOND, VA\|MIDLOTHIAN, VA\|MIDLOTHIAN, VA\|BOSTON, MA	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Mar 31, 2025	no	BOSTON, MA\|MIDLOTHIAN, VA\|RICHMOND, VA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Jun 12, 2015	Jul 13, 2018	no	GLEN ALLEN, VA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	CREATIVEONE WEALTH, LLC	Aug 17, 2026	Aug 14, 2026	-3	Firm change	Ibd to RIA
STRATEGIC ADVISERS LLC	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Jun 27, 2025	Aug 7, 2025	41	Firm change	Ibd to ibd
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
149018:281213:KS:2026-08-17	Aug 17, 2026	Aug 14, 2026	OVERLAND PARK, KS	Firm change

Relationships

Registered with (4)

→ CREATIVEONE WEALTH, LLCRegistered adviserregistration: current employment
Aug 14, 2026 to presentfactForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Aug 7, 2025 to Aug 17, 2026factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Mar 31, 2025 to Jun 27, 2025factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Mar 31, 2025factForm ADV

Dated events

Occurred
Aug 17, 2026
Advisor changed firm
Jacob Lee Snyder left Raymond James Financial Services Advisors, Inc for Creativeone Wealth, Llc (registered 2026-08-14)
Form ADVobserved 6 days ago
Occurred
Jun 27, 2025
Advisor changed firm
Jacob Lee Snyder left Strategic Advisers Llc for Raymond James Financial Services Advisors, Inc (registered 2025-08-07)
Form ADVobserved 6 days ago