Jeffrey Chase (CRD# 6212158) is an Investment Advisor Representative working at S.e.e.d. Planning Group, LLC in Binghamton, NY and has over 10 years of experience in the finance industry.
CRD# 2135902
Stifel, Nicolaus & Company, Incorporated
CRD# 4286870
Lesko Securities, Inc.
CRD# 6348734
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| S.e.e.d. Planning Group LLC | Syracuse, NY | Nov 2023 - Current | < 1 |
| S.e.e.d. Planning Group | Syracuse, NY | Dec 2020 - Current | 3 |
| Key Investment Services, LLC | Syracuse, NY | Nov 2018 - Oct 2020 | 1 |
| Tiaa | Syracuse, NY | Sep 2016 - Oct 2018 | 2 |
| Lpl Financial | Liverpool, NY | May 2014 - Sep 2016 | 2 |
| Wealth Resources Network | Liverpool, NY | May 2014 - Sep 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2013 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2015 |
- NY
-
Total Assets Under Management423MILLIONS
-
Total Number of Accounts1,709ACCOUNTS
-
Average Account Value$247,488
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
CT, FL, MA, NC, NY, OH, OR, PA, SC, TN, TX, VA
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