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Eric Snell

Investment Adviser Representative at Edward Jones

Saratoga Springs, NYCRD #6158814Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
12 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Eric Snell is an investment adviser representative with Edward Jones in Saratoga Springs, NY, where they have been registered since 2024. They have worked in the securities industry since 2014 and have been registered with 5 firms, including Charles Schwab & Co., Inc. and TD Ameritrade Investment Management, LLC. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 3 (commodity futures). They are registered to provide investment advice in New York and Texas.

Office

34 Congress St Suite 102
Saratoga Springs, NY 12866

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 15, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
New York, Texas
Broker:
22 states and territories

California, Colorado, Connecticut, Florida, Illinois, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nebraska, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Vermont, Virginia

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 4/6/2013
SIE
Securities Industry Essentials Examination
Passed 8/4/2017
Series 7
General Securities Representative Examination
Passed 3/20/2013
Series 3
National Commodity Futures Examination
Passed 4/28/2010

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Edward JonesCurrent
1/30/2024 – Saratoga Springs, NY
Edward JonesCurrent
1/29/2024 – Ballston Spa, NY
Charles Schwab & Co., Inc.
3/17/2022 – 1/9/2024Portland, OR
TD Ameritrade Investment Management, LLC
12/14/2018 – 9/7/2023Portland, OR
TD Ameritrade, Inc.
12/14/2018 – 10/14/2022Portland, OR
Fisher Investments
2/16/2018 – 9/13/2018Camas, WA
Edward Jones
6/3/2013 – 8/4/2017Saratoga Springs, NY

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Edward Jones
    Feb 2013 – Aug 2017St. Louis, MO
  2. Fisher Investments
    Feb 2018 – Aug 2018Camas, WA
  3. Self-employed
    Aug 2017 – Feb 2018Saratoga Springs, NY
  4. TD Ameritrade
    Nov 2018 – Jan 2024Portland, OR
  5. NONE
    Sep 2018 – Oct 2018Vancouver, WA
  6. Uber
    Sep 2017 – Jan 2018Saratoga Springs, NY
  7. Lyft
    Sep 2017 – Jan 2018Saratoga Springs, NY
  8. Edward Jones
    Jan 2024 – no end date reportedSt. Louis, MO
  9. Charles Schwab and Co Inc
    Nov 2018 – Jan 2024Portland, OR
  10. Mount Hood Meadows
    Dec 2021 – Dec 2023Happy Valley, OR

Official records & sources

Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Edward Jones

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
  • Other
Firm account minimum
$25,000

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPension/Profit SharingCharitable OrganizationsCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
23,937
Offices listed on AdvisorFinder:
26
Main office:
St. Louis, MO
SEC file number:
801-3297

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 25, 2026

View full firm profile

Other advisors at Edward Jones

Showing 12 of 23,937 in the directory

View Edward Jones firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Eric Snell has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Eric Snell (Edward Jones) - Fees, Credentials & Background