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Jim Snyder

Jim Snyder,

CFP®, CMT® Financial Advisor

As a Financial Advisor at Intellus Advisors, Jim Snyder works closely with clients to understand their goals, values, and long-term vision, then builds a financial strategy to match. He focuses on comprehensive planning – helping clients navigate major life decisions, retirement, and wealth transfer – all while providing steady, disciplined guidance through changing market conditions.

Jim is a Certified Financial Planner® professional, having completed the rigorous education, training, and ethical requirements of the CFP® designation. He leverages this expertise to deliver thoughtful, client-focused strategies. His commitment to knowledge, integrity, and putting clients first reflects the excellence that the CFP® mark stands for.

Jim also holds the Chartered Market Technician® (CMT) designation, a credential that reflects advanced training in reading market trends, cycles, and behavior. For clients, this means Jim brings an added layer of discipline to when and how portfolio decisions are made – not just what to invest in. He draws on this expertise to help clients navigate volatility with clarity, aligning shorter-term market dynamics with their long-term financial plans.

Jim began his financial career in 2013 after working as a systems engineer, bringing a meticulous, data-driven mindset to investment strategy.

Jim is a graduate of Florida State University with a degree in business management and has an MBA from the Lutgert College of Business at Florida Gulf Coast University. He and his wife Anna, along with their two children, live in Naples. Outside of work, Jim volunteers at Center Point Community Church, and enjoys cycling, running, and other outdoor sports. Jim also builds wooden boats and experiments with other carpentry projects.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Intellus Advisors, LLC (“Intellus”) is an SEC registered investment adviser.  SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.  Intellus may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.  Intellus website  www.Intellusadvisors.com (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.  Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client as Intellus solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Any subsequent, direct communication by Intellus with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

Disclosures: ADV Brochure

Disclosures: Wrap Brochure

 

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.