Jared Chase

Director of M&A and Financial Advisor at Signature Estate & Investment Advisors

Speaker

Jared L. Chase, CFP^® , is a Director of M&A and Financial Advisor at Signature Estate & Investment Advisors. Jared is responsible for identifying and partnering with right-fit advisors and teams to leverage the SEIA platform so they can focus on the client experience and growing their practices. As an advisor, he helps client find the right wealth management solutions to achieve financial freedom.

Since 2007, Mr. Chase has been in the financial services industry. Prior to joining SEIA, he spent 11 years at Charles Schwab and five years at Fidelity Investments in various roles, working with clients and institutions. He currently resides in Fort Lauderdale, Florida with his wife and two children.

Mr. Chase graduated from the University of Arizona with a degree in International Studies and the College for Financial Planning with a Master of Science in Finance. He is also a CERTIFIED FINANCIAL PLANNER™ practitioner with the Certified Financial Planner Board of Standards, Inc.