JC
CFP
JC
CFP

Jared Chase

18 Years of Experience
Los Angeles, CA
Broker

Jared Chase is a CFP-designated registered investment advisor, based in Los Angeles, CA, with 18 years of industry experience.

Location

2121 Avenue of the Stars, Suite 1600, Los Angeles, CA, 90067

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jared is a Director of M&A and Business Development at Signature Estate & Investment Advisors, focusing on M&A strategy and business development. He spends approximately 40 hours per month on securities trading and a total of 60 hours per month on this role.

Employment History
Current Registrations
Signature Estate Securities, LLC
August 2023 - Present · 2 yrs 9 mos
Signature Estate Securities, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Seia
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Osaic Wealth, INC.Broker
January 2023 - August 2023 · 7 mos
National Financial Services LLCBroker
September 2021 - January 2023 · 1 yr 4 mos
Fidelity Brokerage Services LLCBroker
April 2018 - January 2023 · 4 yrs 9 mos
Charles Schwab & CO., INC.
June 2009 - April 2018 · 8 yrs 10 mos
Charles Schwab & CO., INC.Broker
July 2007 - April 2018 · 10 yrs 9 mos
State Registrations2 states
CAFL
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.