Chad Mortenson
Chad Mortenson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Glendora, CA, with 13 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
223 S Glendora Avenue, Suite 103, Glendora, CA, 91741
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Chad owns rental real estate, dedicating minimal time to managing the property. He is also the CEO of Mortenson Financial Services, Inc., spending about a quarter to half of his time as a financial advisor.
Employment History
Current Registrations
Raymond James Financial Services, INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations30 states
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