Chase Smith (CRD# 6755241) is an Investment Advisor Representative working at Potomac Fund Management in Grand Rapids, MI and has over 2 years of experience in the finance industry.
CRD# 2731310
Ameriprise Financial Services, LLC
CRD# 5983487
Edward Jones
CRD# 6747780
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Potomac Fund Management | Miami, FL | Sep 2021 - Current | 2 |
| Potomac Fund Management | Miami, FL | Apr 2021 - Current | 3 |
| Formula Folios Investment | Grand Rapids, MI | Dec 2018 - Apr 2021 | 2 |
| 2m Financial Group | Grand Rapids, MI | May 2017 - Nov 2018 | 1 |
| Macy's | Kentwood, MI | May 2015 - Jan 2018 | 2 |
| Full-time Student | Grand Rapids, MI | Sep 2009 - Dec 2017 | 8 |
| Finish Line | Flint, MI | Aug 2014 - Aug 2015 | 1 |
| Mcdonald's | Swartz Creek, MI | May 2011 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2021 |
- MI
-
Total Assets Under Management1,393MILLIONS
-
Total Number of Accounts2,289ACCOUNTS
-
Average Account Value$608,637
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Publication of periodicals or newsletters
AZ, CA, CO, FL, GA, HI, IA, IL, IN, KS, MA, MD, MI, NC, NE, NV, NY, OH, OR, PA, TN, TX, UT, VA, WA
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