Jonathan E Snyder
Financial Advisor,
Financial Planning Specialist
Direct:
(203) 786-2168(203) 786-2168
Toll-Free:
(800) 243-6605(800) 243-6605
My Mission Statement
Experienced wealth planning services for your life and legacy goals
About My Practice
Your money is language -what does it say about who you are today and what you communicate to future generations and community? Jonathan built his practice around the needs of multi-generational families, with each generation taking care of those who came before to those inheriting a legacy. For business owners, Jonathan’s practice builds off helping meet the immediate needs of financial, estate planning strategies, succession and asset preservation planning, to forming deep and lasting business relationships covering 401(k) plans to key person insurance. In order to determine whether your individual or family needs are a good fit for Jonathan’s practice, a no cost evaluation can be arranged at your convenience.
Securities Agent: NY, PA, RI, FL, CA, SC, CT, OH, MA, NJ, CO; General Securities Representative; Investment Advisor Representative
NMLS#: 1285031
NMLS#: 1285031
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
AREAS OF FOCUS
Your goals, hopes and dreams are at the center of my work. That’s why I plan to meet with you at length when we first begin working together. I’ll ask smart questions and listen to what you say. Once I fully understand your situation, I’ll suggest ways to put your money to work.
Retirement Planning
You’ve spent a lifetime planning for your retirement goals, contributing to your 401(k) and perhaps investing additional assets in an individual retirement account (IRA) and other accounts. Now, you’re finally on the verge of retiring. However, you may be surprised to find that retirement planning doesn’t stop once you retire.
5 Mistakes to Avoid in Retirement
Financial Planning
There is no better time to start thinking about your financial future than right now. It is important to make sure your financial plan is on track, and all your goals and values are being taken into account.
Click Here To Access A Document Checklist
Estate Planning Strategies
Estate planning is the process of making arrangements to pass down wealth and assets after a person’s death. Proper estate planning gives careful consideration to the estate owner’s future plans, preferences and goals. The tax implications of the plan should also be thoroughly documented.
The Impact of Interest Rate Changes on Estate Planning
Asset Protection Planning
When was the last time you reviewed your asset protection plan? There are a lot of variables that go into this plan, and together we can finalize a plan that works for you.
Read About Safeguarding Your Assets at Morgan Stanley
529 Education Savings Plans
529 plans offer a flexible, tax-advantaged way to invest for education expenses while helping to improve estate planning. Gain fiduciary oversight of your education funding strategy within the context of your broader portfolio through the exclusive Morgan Stanley National Advisory 529 Plan.
529 Plan Options at Morgan Stanley
Business Succession Planning
Running a business requires an exceptional ability to hold on to the big picture while managing the day-to-day details. As you begin to think about selling your business, various strategies can help you achieve your objectives successfully.
Exiting Your Business: The Transaction of a LifetimeFINANCIAL PLANNING FOR INDIVIDUALS & THEIR FAMILIES
How do you measure the success of your investments? By whether they're keeping pace with a market index? What happens when the markets plummet? Are you able to remain consistent in your methods? My investment structured approach is financial planning-based and is based off my 15 years experience in this industry. My process involves:
Getting To Know You
What do you hope to achieve and when do you hope to achieve it? How do you think about investments - are you aggressive in your approach or concerned about losing what you have? Our initial conversations help me understand who you are as a person, as well as an investor, and focus on both sides of your personal balance sheet and various aspects of your financial life.
Quantifying Your Goals
Have you made an attempt to assign a value to your various objectives? Do you have any idea how much income you will have to generate to achieve your retirement aspirations? Have you thought about how you will pay for long-term healthcare? What about your children's college education or the legacy you hope to leave them someday? We work closely with you to develop realistic cost estimates for the goals most important to you.
Assessing Your Resources
How much have you saved for retirement and other objectives? How much income will you be able to generate from your assets and what other sources of income might be available to you in the future? Social Security? A pension? An inheritance? We help you quantify the resources from which you're hoping to fund your goals and determine whether you're on track to reaching them.
Identifying Gaps & Possible Strategies to Fill Them
If there's a gap between your expected resources and goals to which you aspire, how will you fill it? We develop a customized investment strategy for each of your goals that is based on the size of your gap, the timeframe in which you hope to fill that gap, and of course, your tolerance for risk. In addition, I will help you determine whether you should consider lending and/or protection strategies for your family to cover any potential shortfalls or emergency expenses.
Disclaimer:
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Disclaimer:
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Evaluating Your Progress
Are you proceeding as anticipated toward the goals we have identified or is an adjustment required? Have new priorities arisen as a result of changing circumstances in your life? We monitor your strategies to determine whether they're still appropriate, given your current needs, as well as fluctuating financial markets.
Modern Wealth Management Tools
My mission is to ensure that you and your families have access to all of the Morgan Stanley Wealth Management Tools. These tools each provide their own benefit and work succinctly to provide clients with a safe, easy to use, environment friendly, and reliable financial monitoring experience.
Portfolio Risk Platform
Morgan Stanley's Portfolio Risk Platform, powered by Aladdin, analyzes over 3,000 risk factors, and models what-if scenarios so you can see the potential impact of hypothetical market shocks.
Click Here To Learn More!
Morgan Stanley Online
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley Mobile App.
Click Here To Enroll Today!
Goals Planning System
Working with me, paired with our technology, is a great way to access advice and build a wealth plan. Read more about the advantages of working with our planning technology in reaching your financial goals.
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.
Click Here To Learn More About TWVJoin Us on May 22nd, 2025, at 4:30 pm ET - Follow the link below the flyer at the bottom of this page to register today
Location
545 Long Wharf Dr. 7th
Fl
New Haven, CT 06511
US
Direct:
(203) 786-2168(203) 786-2168
Toll-Free:
(800) 243-6605(800) 243-6605
Fax:
(203) 497-9499(203) 497-9499
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Ready to start a conversation? Contact Jonathan E Snyder today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
6Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
6Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
