Jason Snipe: The Journey to Independence
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Jason Snipe left his independent broker-dealer to start his own firm. Two years after launching Odyssey Capital Advisors, Jason shares some lessons he learned while going independent—and what he feels is important when choosing a custodian.
Jason Snipe is a client of Schwab and was not compensated for his comments. Schwab paid travel related costs. The experience described may not be the experience of all clients and is not a guarantee of future performance or success.
The above mentioned firms and their employees are not affiliated with or employees of Schwab unless otherwise noted. Mention should not be construed as a recommendation, endorsement of, or sponsorship by Schwab. The views expressed are those of the third party and are provided for informational purposes only.
Schwab Advisor Services™ provides custody, trading, and the support services of Charles Schwab & Co., Inc. (“Schwab”), member SIPC, to independent investment advisors and Charles Schwab Investment Management, Inc. (“CSIM”). Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.
Jason Snipe is a client of Schwab and was not compensated for his comments. Schwab paid travel related costs. The experience described may not be the experience of all clients and is not a guarantee of future performance or success.
The above mentioned firms and their employees are not affiliated with or employees of Schwab unless otherwise noted. Mention should not be construed as a recommendation, endorsement of, or sponsorship by Schwab. The views expressed are those of the third party and are provided for informational purposes only.
Schwab Advisor Services™ provides custody, trading, and the support services of Charles Schwab & Co., Inc. (“Schwab”), member SIPC, to independent investment advisors and Charles Schwab Investment Management, Inc. (“CSIM”). Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.
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