Jon
Snyder
Hergenroeder Financial Advisors, Inc
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About this Advisor
Jon Snyder is a financial advisor who works out of Lutherville Timonium, Maryland who has 2 years of relevant experience. Snyder is an employee of Hergenroeder Financial Advisors, Inc. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Juniata College, Bank Of America, N.A, Lpl Financial LLC and Hergenroeder Financial Advisors, Inc. Snyder maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Maryland. Hergenroeder Financial Advisors, Inc is a registered investment business that has its headquarters in Lutherville Timonium, MD. It handles $230 million in total assets among its 651 customer accounts, placing it among the mid-sized firms in the country by assets under management. Of its 651 client accounts, just 13% are associated with high-net-worth individuals who have at least $1 million in assets. The firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees largely are based on which service is offered. However, fees charged by Hergenroeder Financial Advisors, Inc most likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hergenroeder Financial Advisors, Inc Brokerage Details
$229,479,010
7
651
$352,502
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jon Snyder Work History
Jon has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
Hergenroeder Financial Advisors, Inc
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Juniata College
Juniata College
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jon Snyder to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Hergenroeder Financial Advisors, Inc
Lutherville Timonium, MD
Lutherville Timonium, MD
Lutherville Timonium, MD
Lutherville Timonium, MD
Lutherville Timonium, MD
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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