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.

Registered advisor

Jacob Lee Snyder

Creativeone Wealth, LLCindependent RIAOverland Park, Ks dual registrantIAPD 6453594

Certified Financial Planner

Feed of 09/15/2026

Also filed as Jacob Lee Snyder

At current firm

0 y

since Aug 14, 2026

In the industry

11 y

since Feb 1, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Creativeone Wealth, LLC independent RIA current
since Aug 14, 2026 · Overland Park, Ks
Raymond James Financial Services Advisors, Inc BD affiliated
Aug 7, 2025 to Aug 17, 2026 · Overland Park, Ks
Strategic Advisers LLC national BD
Mar 31, 2025 to Jun 27, 2025 · Richmond, Va
Fidelity Personal And Workplace Advisors former
Jul 13, 2018 to Mar 31, 2025 · Boston, Ma
Strategic Advisers LLC national BD
Jun 12, 2015 to Jul 13, 2018 · Glen Allen, Va

Moves

a registration end followed by a registration begin elsewhere

Raymond James Financial Services Advisors, Inc to Creativeone Wealth, LLC
left Aug 17, 2026, registered Aug 14, 2026 (-3 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
Strategic Advisers LLC to Raymond James Financial Services Advisors, Inc
left Jun 27, 2025, registered Aug 7, 2025 (41 days) · Affiliated broker-dealer or bank to another
Fidelity Personal And Workplace Advisors to Strategic Advisers LLC
left Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
Strategic Advisers LLC to Fidelity Personal And Workplace Advisors
left Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move

Signals

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

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: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address