DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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Registered advisor

J•••• S•••••

R••••••••• S••••••••• L•••independent RIADublin, OhIA-onlyIAPD 1049006

Certified Financial Planner

Feed of 09/14/2026

Also filed as Jerry Wesley Snyder

At current firm

14 y

since Jul 3, 2012

In the industry

26 y

since Jan 3, 2000 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Founder and Director of Financial Planning Servicesreportedretirement-strategies.comfirm site, Sep 16, 2026
Designations: CFP, MBAreportedretirement-strategies.comas printed on the bio page, Sep 17, 2026
Founder: “J•••• is the founding partner of R••••••••• S••••••••• L•••”reportedretirement-strategies.comthe sentence on the bio page
Partner or owner: “J•••• is the founding partner of R••••••••• S••••••••• L•••”reportedretirement-strategies.comthe sentence on the bio page
Business email: jsnyder@retirement-strategies.comreportedretirement-strategies.comfirm site, Sep 16, 2026
Direct business phone: 614-799-8668reportedretirement-strategies.comfirm site, Sep 16, 2026
Professional profile: LINKEDIN.COM/IN/JERRY-SNYDER-9AB6719reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Professional profile: retirement-strategies.com/team/jerry-snyderreportedretirement-strategies.comfirm site, Sep 16, 2026
Professional profile: linkedin.com/in/jerry-snyder-9ab6719reportedretirement-strategies.comfirm site, Sep 16, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

R••••••••• S••••••••• L••• independent RIA current
since Jul 3, 2012 · Dublin, Oh
O•••• W•••••• I••• BD affiliated
Oct 27, 2009 to Jul 6, 2012 · Dublin, Oh
S••••• M•••• A••••••• former
Jun 24, 2003 to Jul 3, 2012 · Dublin, Oh
O•••• F•• I••• former
Jan 3, 2000 to Jun 16, 2003 · Columbus, Oh

Moves

a registration end followed by a registration begin elsewhere

O•••• W•••••• I••• to R••••••••• S••••••••• L•••
left Jul 6, 2012, registered Jul 3, 2012 (-3 days) · Other
S••••• M•••• A••••••• to O•••• W•••••• I•••
left Jul 3, 2012, registered Oct 27, 2009 (-980 days) · Other
O•••• F•• I••• to S••••• M•••• A•••••••
left Jun 16, 2003, registered Jun 24, 2003 (8 days) · Other

Signals

No dated event on this person.

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 26derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address