Jared L. Chase, CFP®, is a Financial Advisor at Signature Estate & Investment Advisors. Jared’s emphasis is in investment management, retirement planning, and estate planning strategies for affluent individuals, families, and corporations.
Since 2007, Mr. Chase has been in the financial services industry. He has been featured in Worth Magazine, a publication for high-net-worth individuals and their financial advisors. 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. On giving back, Jared was proudly a Big Brother with the Big Brothers Big Sisters organization. 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 in 2005 and the College for Financial Planning with a Master of Science in Finance in 2013. He is also a CERTIFIED FINANCIAL PLANNER™ practitioner with the Certified Financial Planner Board of Standards, Inc., having passed the CFP® exam in 2011.