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Chase Schaefer
10 Years of Experience
Houston, TX
1 DisclosureBroker
Chase Schaefer is a registered investment advisor at Raymond James & Associates, INC., based in Houston, TX, with 10 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
5847 San Felipe Street, Ste 3900, Houston, TX, 77057
Get directionsHistory
Regulatory History (1)
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Criminal
March 2017Final Disposition
Employment History
Current Registrations
Raymond James & Associates, INC.
April 2018 - Present · 8 yrs 5 mos
Raymond James & Associates, INC.Broker
April 2018 - Present · 8 yrs 5 mos
Previous Registrations
Mutual of America Life Insurance CompanyBroker
October 2014 - June 2017 · 2 yrs 8 mos
Mutual of America Securities LLCBroker
October 2014 - June 2017 · 2 yrs 8 mos
Raymond James & Associates, INC.Broker
July 2014 - August 2014 · 1 mo
State Registrations17 states
AZCOCTFLGAILLAMDMINENYOKORTXUTVAWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.