Eric Snell

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 02/2013 → 08/2017
  Edward Jones
  St. Louis, MO
• 02/2018 → 08/2018
  Fisher Investments
  Camas, WA
• 08/2017 → 02/2018
  Self-Employed
  Saratoga Springs, NY
• 11/2018 → 01/2024
  Td Ameritrade
  Portland, OR
• 09/2018 → 10/2018
  None
  Vancouver, WA
• 09/2017 → 01/2018
  Uber
  Saratoga Springs, NY
• 09/2017 → 01/2018
  Lyft
  Saratoga Springs, NY
• 01/2024 → Present
  Edward Jones
  St. Louis, MO
• 11/2018 → 01/2024
  Charles Schwab And Co Inc
  Portland, OR
• 12/2021 → 12/2023
  Mount Hood Meadows
  Happy Valley, OR

Previous Registrations

• 2022-03-17 → 2024-01-09
  Charles Schwab & Co., Inc.
  Beaverton, OR
• 2018-12-14 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Portland, OR
  Portland, OR
• 2018-12-14 → 2022-10-14
  Td Ameritrade, Inc.
  Portland, OR
• 2018-02-16 → 2018-09-13
  Fisher Investments
  Plano, TX
• 2013-06-03 → 2017-08-04
  Edward Jones
  St Louis, MO
  Saratoga Springs, NY
  Saratoga Springs, NY

Exams

• S66 Uniform Combined State Law Examination
  2013-04-06

Other Names

• Eric Snell
• Eric Parker Snell