Jerry Snyder

Current Employers

Employment History

• 06/2003 → Present
  Retirement Strategies, Ltd.
  Dublin, OH

Previous Registrations

• 2009-10-27 → 2012-07-06
  Osaic Wealth, Inc.
  Dublin, OH
  Dublin, OH
• 2003-06-24 → 2012-07-03
  Simply Money Advisors
  Dublin, OH
• 2000-01-03 → 2003-06-16
  Osaic Fa, Inc.
  Columbus, OH

Other Businesses

Central Ohio Professional Education Council (COPEC) Central Ohio Professional Education Council (COPEC) - no permanent address. Meeting locations are rotated among board member offices and other free locations. Mail for the organization is sent to 5060 Parkcenter Avenue, Suite A, Dublin, Ohio, 43017. Non-investment related, non-profit 501(c)(3) organization offering a variety of educational opportunities for the community. Board member/Secretary participating in group presentations with peer professionals in related non-investment planning disciplines. January 2005 10-15 total hours devoted per month. 10-15 hours per month devoted during securities trading hours. RS Tax and Accounting Services, LLC RS Tax and Accounting Services, 5060 Parkcenter Avenue, Suite A, Dublin, Ohio, 43017. Non-investment related, tax and accounting services. Passive Partner. I do not provide any services through this company nor do I receive any direct compensation from this company beyond my ownership share. All tax and accounting services are provided by a qualified active partner who manages the business and is not securities licensed. July 20, 2011 2 total hours devoted per month. 2 hours devoted per month during securities trading hours. Crump Life Insurance Services Crump Life Insurance Services, Red Brook Corporate Center, 300 Red Brook Blvd., Suite 109, Owings Mills, MD 21117 Non-investment related, independent wholesale distributor of life insurance. Licensed Insurance Agent selling and recommending insurance products. As such, I may have an incentive to sell and recommend insurance products to the clients of Retirement Strategies, Ltd. When such recommendations or sales are made, a conflict of interest exists as I may earn insurance commissions for the sale of those products. Clients are under no obligation to purchase said products. January 2002 4-6 total hours devoted per month 4-6 hours per month devoted during securities trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2010-12-16

Designations

Other Names

• Jerry Wesley Snyder