Jared Chase is a CFP-designated registered investment advisor, based in For Lauderdale, FL, with 19 years of industry experience. Jared is also registered as a broker, so some compensation may come from commissions on products sold.
Location
For Lauderdale, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
Signature Estate Securities, LLCBroker
Seia
Previous Registrations
Osaic Wealth, INC.Broker
National Financial Services LLCBroker
Fidelity Brokerage Services LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations3 states
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