Jonathan Chasen, financial advisor Charlottesville VA

Jonathan Chasen

CRD Number: 4248863
Current Firm: Wells Fargo Clearing Services, LLC

Jonathan Chasen (CRD# 4248863) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Charlottesville, VA and has over 20 years of experience in the finance industry. Jonathan Chasen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Robert Abbott, financial advisor Charlottesville VA
Robert C. Abbott
CRD# 3167598
Edward Jones
Similar Advisors
Stephen Acker, financial advisor Charlottesville VA
Stephen J. Acker
CRD# 2242181
Cambridge Investment Research Advisors, Inc.
Similar Advisors
Gary Albert, financial advisor Charlottesville VA
Gary M. Albert
CRD# 4687224
State Farm Investment Management Corp.
Professional Designations
Company Name Location Dates Years
Wells Fargo Clearing Services, LLC Charlottesville, VA Nov 2016 - Current 4
Wells Fargo Advisors LLC Charlottesville, VA May 2009 - Nov 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2000
S66 NASAA Uniform Combined State Law Examination Oct 2002
Contact Info for Jonathan N. Chasen
Phone Number: 314-875-3000
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    510,934
    MILLIONS
  • Total Number of Accounts
    1,430,874
    ACCOUNTS
  • Average Account Value
    $357,078
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Jonathan Chasen and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.