Lydia Claire Snowden

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

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

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

Current Employers

Employment History

• 01/2016 → 12/2019
  Solid Rock Enterprises
  Gause, TX
• 10/2018 → 06/2019
  Benjamin F. Edwards & Co.
  Temple, TX
• 05/2013 → 11/2020
  Student
  Gause, TX
• 05/2023 → Present
  J.W. Cole Financial, Inc
  Tampa, FL
• 05/2023 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 06/2019 → 11/2019
  Benjamin F. Edwards & Co.
  Temple, TX
• 11/2019 → 10/2020
  Benjamin F. Edwards & Co.
  Temple, TX
• 01/2020 → Present
  Solid Rock Enterprises
  Lorena, TX

Previous Registrations

• 2019-06-14 → 2020-11-13
  Benjamin F. Edwards & Company, Inc.
  Temple, TX
  St. Louis, MO

Other Businesses

(1) Solid Rock Enterprises - Non investment-related; 1217 Bullhide Creek Rd, Lorena, TX; Manufacturing & Business Services: Director of Finance; Lead Financial Plan and Strategy for company; evaluate financial potential & sustainability of proposed ventures; Develop and manage project plans & budget. Start Date: 2016; 40 hours per month, 5 during trading hours. (2) Financial Cornerstone Group, LLC - Investment Related; 796 Southwinds Dr, Lorena, TX 76655; Paraplanner/Analyst; Financial Planning Support; Start 5/8/2023; 125 hrs/mo, 125 hr/mo during trading. (3) Solid Rock Veterinary Services, LLC; Not investment Related; 796 Southwinds Drive, Lorena, TX 76655; Veterinary Medical Services; Finance Manager; Fractional company financial management (budgeting, planning, analysis); Start 1/30/2024; 10 hours/month during trading.

Exams

• S66 Uniform Combined State Law Examination
  2023-09-23