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Featured Business Financial Advisor in Cave Creek, AZ
Cave Creek Financial Advisors
JR Snell Capital Management, LLC
4012 E Lone Mountain Rd.
Cave Creek, AZ 85331
(480) 575-7688
“Visualize It. Plan It. Live It.”
Advisor Profile
Jeff Snell
Name:  Jeff Snell
Phone Number:  (480) 575-7688
Website:  Visit Website

About JR Snell Capital Management, LLC

We will help you develop and execute a "Professional Escape
Plan". Retirement in the traditional sense is an outmoded
concept. Today, retirement is about building a lifestyle and
the necessary cash flows to allow you to work if you choose,
doing what you choose, when you choose to do it.

Visualizing your future life is more than simply picking a goal
from a robot and getting a number to scrimp and save toward. It
is about finding out through the process of discovery what you
visualize your life and "retirement" to look like. Travel?
Second career? Educating grandkids? Building a legacy? We
specialize in helping you to make these discoveries.

Planning your path to get there is a collaborative effort to
lay down concrete action steps and projections including
alternative courses of action. Financial plans should be
dynamic and interactive and we use state of the art online
tools and best in class planning software to make it possible
for you to see your path to the future.

Execution is another specialty of ours. With over 30 years of
investing experience, we know the difference between a smart
plan and a plan fraught with potential pitfalls. We have proven
investment strategies and portfolios that can help to get you
off of the "buy and hope" investment roller coaster and into a
consistent achievable rate of return that is right for you both
emotionally and within the context of your long range plan.
 

General Information

Gender:    Male
CRD#:    1790083
Firm CRD#:    117598
Name of Broker/Dealer:    Any - Independent RIA
Name of Custodial Firm:    Any - Independent RIA
States Licensed in:    AZ
WA
NY
CA
States Willing to do Business in:    ALL
Years of Experience in Financial Services:    30
Number of Years with Current Firm:    20
Work Experience:    Registered Representative (Series 7) gained in
1987.
Series 65 Registered Investment Advisor gained in
2001 and current.
I work with the following types of clients:    Businesses, Non-Profit Organizations, Individual Investors
 

Education

Academic Background
 
BS, Finance - The Ohio State University
 

Services

Investment Types:    Mutual Funds, Options & Futures, Bonds, Stocks, Commodities, Exchange Traded Funds (ETFs), Alternative Investments
I can meet clients in the following ways:    Video Conference, At my office, Via phone, Via email
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Series 65
Securities Licenses:    Series 65
 

Firm Information

Firm's Number of Clients:    88
Firm's Number of Planning Clients:    88
Firm's Number of Managed Clients:    88
Assets Managed by Firm:    $20,000,000
Advisor's Number of Clients:    88
Advisor's Number of Managed Clients:    88
Advisor's Number of Planning Clients:    88
Assets Managed by Advisor:    $20,000,000
 

Compliance

Registered Investment Advisor:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a fee-only financial professional
Compensation Methods:    Flat Fee
Fee % Based on Assets:    Varies
Additional Details on Charges:    Fee based upon sliding scale of assets under
management. Probably less than you're already paying
if you're investing with an advisor recommending
mutual funds.
 
 
 
Prepared By: Jeff Snell

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