Jeffrey
Chase
S.E.E.D. Planning Group, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Jeffrey Chase is a financial advisor based in Binghamton, New York, who has 2 years of relevant experience. Chase is an employee of S.E.E.D. Planning Group, LLC. Throughout their career, they have worked at Pruco Securities LLC, Student, Lpl Financial, Tiaa, Wealth Resources Network, Prudential Financial, S.E.E.D. Planning Group and Key Investment Services, LLC. Chase holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and is registered to operate in New York. S.E.E.D. Planning Group, LLC is a financial advisory company that has its headquarters in Binghamton, NY. It has offices in four locations and a total of 28 people on staff. It oversees $351 million in assets between its 1,436 accounts, making it one of the larger financial advisory firms in the nation by assets under management. The firm advises eight charities and foundations. Of its 1,436 accounts, 22% belong to high-net-worth individuals who have more than $1 million in investable assets. S.E.E.D. Planning Group, LLC offers a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Fees for financial management largely depend on which services the firm provides the client. Fee types charged by S.E.E.D. Planning Group, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
S.E.E.D. Planning Group, LLC Brokerage Details
$351,350,025
28
1,436
$244,673
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Jeffrey Chase Work History
Jeffrey has been registered as a financial advisor for 2 years.*
S.E.E.D. Planning Group
Key Investment Services, LLC
Tiaa
Lpl Financial
Wealth Resources Network
Pruco Securities LLC
Prudential Financial
Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeffrey Chase to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at S.E.E.D. Planning Group, LLC
Binghamton, NY
Binghamton, NY
Binghamton, NY
Binghamton, NY
Binghamton, NY
Whitney Point, NY
Binghamton, NY
Binghamton, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
