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Jared Snider, Jd Email & Phone Number

Partner and Sr. Wealth Advisor at Exencial Wealth Advisors
Location: Oklahoma City, Oklahoma, United States 4 work roles 1 school
1 work email found @exencialwealth.com 2 phones found area 918 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email j****@exencialwealth.com
Direct phone (918) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Exencial Wealth Advisors
Role
Partner and Sr. Wealth Advisor
Location
Oklahoma City, Oklahoma, United States
Company size
108 employees

Who is Jared Snider, Jd? Overview

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Quick answer

Jared Snider, Jd is listed as Partner and Sr. Wealth Advisor at Exencial Wealth Advisors, a company with 108 employees, based in Oklahoma City, Oklahoma, United States. AeroLeads shows a work email signal at exencialwealth.com, phone signal with area code 918, and a matched LinkedIn profile for Jared Snider, Jd.

Jared Snider, Jd previously worked as Partner & Sr. Wealth Advisor at Exencial Wealth Advisors and Advisor at Chalk Cullum & Associates. Jared Snider, Jd holds Juris Doctor, Law, With Highest Honors from University Of Tulsa College Of Law.

Company email context

Email format at Exencial Wealth Advisors

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*@exencialwealth.com
71% confidence

AeroLeads found 1 current-domain work email signal for Jared Snider, Jd. Compare company email patterns before reaching out.

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Profile bio

About Jared Snider, Jd

Office: 888-478-1971 Email: jsnider@exencialwealth.com Our E3 process unlocks the door to a life where your money and your priorities align and peace of mind reigns. E3 stands for Evaluate, Execute, Evolve. Our clients value family, occupation, recreation, and meaningful pursuits and recognize that money is the engine for what matters most. Our team guides clients through Critical Life Events to help our clients achieve their goals. We believe our clients deserve a plan for Critical Life Events that integrates every part of our clients’ financial lives._________________________________________________________________________________________________________________We provide exceptional service through execution of world-class integrated financial and tax advice and counsel. We recognize the stress and demand on our clients’ lives. Exceeding our client’s expectations and transforming the client experience around money is our priority. Executive wealth planning demands customized solutions, not a cookie-cutter approach. Each of our clients has unique goals, opportunities, and challenges. We believe our solutions must also be unique. Our outside-the-box investment platform coupled with our proactive tax planning and financial planning produce outcomes that exceed expectations and optimize the wealth our clients have built.Change is one of life’s constants. When career change confronts our clients, we serve as a sounding board for our clients to help ensure continued alignment around money and priorities. Investment Management Individual stock and bond strategies, concentrated position solutions, options strategies, direct indexing, private equity, private debt, private real estate, thematic investment, opportunity zone investment, and fund solutions. Tax Services Return preparation/filing, projections, limited partnerships (MLP) tax arbitrage, trust return preparationEstate and Trust Services Estate plan review and design, estate flow diagrams, family education, corporate trusteeFinancial PlanningGoal planning, balance sheet, cash flow projection, retirement planning, event-based scenario analysis, debt management

Listed skills include Leadership, Estate Planning, Tax, High Net Worth Individuals, and 14 others.

Current workplace

Jared Snider, Jd's current company

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Exencial Wealth Advisors
Exencial Wealth Advisors
Partner and Sr. Wealth Advisor
Oklahoma City, OK, US
Website
exencialwealth.com
Employees
108
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Company profile
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4 roles · 15 years

Jared Snider, Jd work experience

A career timeline built from the work history available for this profile.

Partner & Sr. Wealth Advisor

Current
Exencial Wealth Advisors

Oklahoma City, Oklahoma Area

2014 - Present ~12 yrs 4 mos
Team & coworkers

Colleagues at Exencial Wealth Advisors

Other employees you can reach at exencialwealth.com. View company contacts for 108 employees →

SR Samuel Rummage Samuel Rummage Colleague at Exencial Wealth Advisors Oklahoma City Metropolitan Area, United States View → NP Nicholas Piselli, Cfa Nicholas Piselli, Cfa Colleague at Exencial Wealth Advisors New York, New York, United States, United States View → SN Spencer Noble Cunningham Spencer Noble Cunningham Colleague at Exencial Wealth Advisors Huntersville, North Carolina, United States, United States View → JB Jeff Baty Jeff Baty Colleague at Exencial Wealth Advisors Oklahoma City, Oklahoma, United States, United States View → SF Suzanne Fitzgerald Suzanne Fitzgerald Colleague at Exencial Wealth Advisors Dallas, Texas, United States, United States View → CS Caleb Stinson Caleb Stinson Colleague at Exencial Wealth Advisors Greater Fayetteville, AR Area, United States View → DT Dave Totah,Cfp® Dave Totah,Cfp® Colleague at Exencial Wealth Advisors Dallas, Texas, United States, United States View → LG Landen Gill Landen Gill Colleague at Exencial Wealth Advisors San Antonio, Texas Metropolitan Area, United States View → TC Tim Courtney Tim Courtney Colleague at Exencial Wealth Advisors Oklahoma City, Oklahoma, United States, United States View → ED Esmeralda Delarosa Esmeralda Delarosa Colleague at Exencial Wealth Advisors Midland, Texas, United States, United States View →
1 education record

Jared Snider, Jd education

FAQ

Frequently asked questions about Jared Snider, Jd

Quick answers generated from the profile data available on this page.

What company does Jared Snider, Jd work for?

Jared Snider, Jd works for Exencial Wealth Advisors.

What is Jared Snider, Jd's role at Exencial Wealth Advisors?

Jared Snider, Jd is listed as Partner and Sr. Wealth Advisor at Exencial Wealth Advisors.

What is Jared Snider, Jd's email address?

AeroLeads has found 1 work email signal at @exencialwealth.com for Jared Snider, Jd at Exencial Wealth Advisors.

What is Jared Snider, Jd's phone number?

AeroLeads has found 2 phone signal(s) with area code 918 for Jared Snider, Jd at Exencial Wealth Advisors.

Where is Jared Snider, Jd based?

Jared Snider, Jd is based in Oklahoma City, Oklahoma, United States while working with Exencial Wealth Advisors.

What companies has Jared Snider, Jd worked for?

Jared Snider, Jd has worked for Exencial Wealth Advisors, Chalk Cullum & Associates, and Kivell, Rayment And Francis, P.C..

Who are Jared Snider, Jd's colleagues at Exencial Wealth Advisors?

Jared Snider, Jd's colleagues at Exencial Wealth Advisors include Samuel Rummage, Nicholas Piselli, Cfa, Spencer Noble Cunningham, Jeff Baty, and Suzanne Fitzgerald.

How can I contact Jared Snider, Jd?

You can use AeroLeads to view verified contact signals for Jared Snider, Jd at Exencial Wealth Advisors, including work email, phone, and LinkedIn data when available.

What schools did Jared Snider, Jd attend?

Jared Snider, Jd holds Juris Doctor, Law, With Highest Honors from University Of Tulsa College Of Law.

What skills is Jared Snider, Jd known for?

Jared Snider, Jd is listed with skills including Leadership, Estate Planning, Tax, High Net Worth Individuals, Strategic Financial Planning, Financial Planning, Investments, and Public Speaking.

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