Jared L. Chase, CFP®, is a Financial Advisor at SEIA, specializing in investment management, retirement planning, and estate planning strategies for affluent individuals, families, and corporations.
He has worked in the financial services industry since 2007. Prior to joining SEIA, Jared held client-facing and institutional roles at Charles Schwab for 11 years and Fidelity Investments for five years. His insights have been featured in Worth Magazine, a publication for high-net-worth individuals and their advisors.
Jared is also committed to giving back, having served as a Big Brother with the Big Brothers Big Sisters organization. He currently resides in Fort Lauderdale, Florida, with his wife and two children.
He earned a Bachelor of Arts in International Studies from the University of Arizona in 2005 and a Master of Science in Finance from the College for Financial Planning in 2013. Jared became a CERTIFIED FINANCIAL PLANNER® professional in 2011 after completing the CFP Board’s rigorous certification process. He is also fluent in Spanish, which helps him connect more personally with a broader range of clients.