James William Snider

Employer firm

Planmember Securities Corporation CRD 11869

$10.1B regulatory AUM 125 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/1979 → Present
  Snider & Associates
  Warrenville, IL
• 11/2008 → Present
  Ms Business Services
  Naperville, IL
• 04/2003 → Present
  Self Employed
  Naperville, IL
• 10/2013 → Present
  Planmember Securities Corporation
  Carpinteria, CA
• 10/2013 → Present
  Veritrust Wealth Management
  Naperville, IL
• 01/2006 → Present
  Tax Prep Partners
  Warrenville, IL

Previous Registrations

• 2007-10-01 → 2013-10-07
  Veritrust Financial, Llc
  Austin, TX
  Naperville, IL
  Lisle, IL
  Austin, TX
  Oswego, IL
  Austin, TX
• 2003-05-07 → 2007-10-03
  Waddell & Reed
  Oak Brook, IL
  Savage, MN

Other Businesses

1. JAMES W. SNIDER-SELF EMPLOYED-400 E. Diehl Road, Suite 250, Naperville, IL 60563; INVESTMENT RELATED; FINANCIAL & INSURANCE SALES & SERVICES; OWNER/AGENT; START DATE 4/03; 10 HRS/MNTH & DURING TRADING. 2. SNIDER & ASSOC-30205 FOWLER CIRCLE, WARRENVILLE, IL 60532; NON-INVESTMENT RELATED; BUSINESS CONSULTING- GENERAL MGMT SERVICES (NO SECURITIES); OWNER/CONSULTANT; START DATE 7/1979; 30 HRS/MNTH; 15 HRS/MNTH DURING TRADING. 3. VERITRUST WEALTH MANAGEMENT (NAME OF BRANCH FOR BRANDING & MARKETING PURPOSES)-400 E. Diehl Road, Suite 250, Naperville, IL 60563; INVESTMENT RELATED; FINANCIAL & INSURANCE SALES & SVCS.; REPRESENTATIVE; START 10/13; HRS/MNTH TBD. 4. MS BUSINESS SERVICES-400 E. Diehl Road, Suite 250, Naperville, IL 60563; NON-INVESTMENT RELATED; ADMIN. OFFICE SVCS (OFFICE SPACE RENTAL TO FINANCIAL REPS.); MANAGER; START DATE 11/08; 2 HRS/MNTH & DURING TRADING.5)TAX PREP PARTNERS: 30205 FOWLER CIRCLE WARRENVILLE, IL 60555;START DATE: 1/2/2006;INVESTMENT RELATED;TAX PREPARATION SERVICE;PROPRIETOR;NUM. OF HRS/MTH DEVOTED TO THIS BUS:40 ;NUM OF HRS/MTH DEVOTED TO THIS BUSINESS DURING TRADING HOURS:10

Exams

• S66 Uniform Combined State Law Examination
  2003-05-06

Other Names

• Jim Snider