“About JR Snell Capital Management” is basically about myself, the founder and Managing Member, Jeff Snell
JR Snell Capital Management is a fiercely independent boutique investment management firm formed to assist higher net worth individuals with their unique set of planning and investment challenges.
We provide two main services for our clients:
We work with our clients to develop a plan to insure that they will have the future cash flows and assets to accomplish their unique life goals. We use the “best in the industry” planning and analysis systems that we deploy as part of our overall investment management program. It is a cold, hard, cash-flow analysis that we euphemistically like to call the “Roadmap”.
We then execute our primary specialty which is to custom craft an investment portfolio for each client and then to successfully manage that portfolio to maximum performance at minimum risk. We cut out the middleman by using “real” investments (individual stocks and bonds) which typically result in lower net costs to our clients than what others are paying for their run-of-the-mill-financial-planning-via-mutual-funds relationships.
Our fierce independence means that we have no allegiance to any broker, insuring that we are never obligated to recommend anything because “headquarters” says that we should. We do not accept commissions in any way, shape or form, which guarantees that we never have a hidden sales agenda.
JRSCM is made up of myself and a small collection of advisor representatives. As the founder and ringleader of this circus, the company’s mission is naturally centered around the passion that I have for the markets and my personal beliefs about investment philosophy. It is for this reason that “due-diligence” about myself and JR Snell Capital Management, LLC are pretty much one and the same.
I am Series 65 licensed (as are all of our Advisor Representatives), which means that we are registered investment advisors. I used to be a stockbroker (registered representative) so I know what it’s like to be both, or either… and being a registered investment advisor is a much more “conflict free” way to advise people.
My career in the financial services industry began as a new hire at Shearson/American Express during the week of the crash of 1987. JR Snell Capital Management, LLC (JRSCM) was formally established in 2001, but our predecessor firm, JR Snell Trading Advisory Services was founded in 1997.
JRSCM is an Arizona domiciled registered investment advisor. The company’s IARD/CRD number on file with the regulatory agencies is 117598. I also have a personal IARD/CRD number and that is 1790083. You can check my compliance and regulatory history by using these numbers on the SEC/FINRA website. You’ll be able to see that I have no complaints nor regulatory actions against me nor my firm. I have been on file with various securities regulatory agencies since 1987 as well.
Our mailing address is 4012 E Lone Mountain Rd, Cave Creek, AZ 85331. The office phone number is 480-575-7688 and our receptionist can track me or one of our adviser representatives down pretty quickly, wherever in the world we or you are. Our fax number is 480-360-3105. I also reply to emails and phone messages promptly and personally.