JR Snell Capital Management, LLC

JR Snell Capital Management, LLC is a fiercely independent boutique investment management firm formed to assist higher net worth individuals with their unique set of investment challenges.

We provide two main services for our clients:

♦ We work with our clients to develp a plan to insure that they will have the future cash flows and assets to accomplish their unique life goals. We have developed proprietary planning and analysis systems that we deploy as part of our overall investment management program. We like to call it the “Roadmap” or the “Cheshire Cat” system (see the menu bar to the right or read about how we plan).

♦ 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-dealer, insuring that we are never obligated to recommend products because ”headquarters” says that we should. We do not accept commissions in any way, shape or form (not even “soft dollars”), which guarantees that we never have a hidden sales agenda, which is all too common in our industry.

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.

My name is Jeff Snell (Jeffrey Randall Snell to be most precise). I answer to “Jeff”, “Jeffrey”, ”JR” and “Hey You” when necessary. I use “JR” in my company name (JR Snell Capital Management, LLC) and I sign my name as “JR Snell” because it’s quicker and my hand is mostly used to doing it that way. I used to go by “JR”, but not so much anymore… in my mind it comes off as pretentious… which I am not. So it’s just plain “Jeff”, which suits me.

I am Series 65 licensed, which means I am a registered investment advisor. I used to be a stockbroker (registered representative) so I know what it’s like to be both, or either… and being an RIA 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. My firm, JR Snell Capital Management, LLC (JRSCM) was formally established in 2001 but my predecessor firm, JR Snell Trading Advisory Services was founded in 1997.

JRSCM is an Arizona domiciled registered investment advisor. My 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.

JRSCM’s mailing address is 4012 E Lone Mountain Rd, Cave Creek, AZ  85331. The office phone number is 480-575-7688. Our fax number is 208-275-5565 and my personal cell phone number is 623-297-9752. I reply to emails and phone messages promptly and personally. If it’s urgent, please call my cell phone. If I don’t answer my cell phone, I am probably in the shower or asleep.

I’ve been in the financial services industry for over 20 years and during this time I’ve seen the industry from the inside out. Some of what I’ve seen and much of what I’ve studied and learned for the last couple of decades has shown me how clients should be really be treated and additionally, how the markets really work.

And you know what? I think the way that most people are shown to invest is broken. Click here to let me explain.