Cole
Chase

Raymond James Financial Services Advisors, Inc

CRD#2689547
Investment Advisor
in Portland, OR
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About this Advisor

Cole Chase is an investment advisor who works out of Portland, Oregon. Currently a registered advisor with Raymond James Financial Services Advisors, Inc, they have gathered 13 years of work experience. Chase maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative. Chase is registered to advise investors in Oregon and Texas. Throughout their career, Chase has worked at Raymond James Financial Services Advisors, Inc, Raymond James Financial Services, Inc, The Commerce Co and Insurance. Raymond James Financial Services Advisors, Inc is headquartered in Portland, Oregon, and operates out of 2,040 other offices in the nation. As a registered advisory firm, Raymond James Financial Services Advisors, Inc oversees $81 billion in assets throughout 280,698 client accounts and retains more than 5,600 people. The amount of assets the firm manages places it among the largest investment advisory firms in the United States. The firm manages 151,196 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 7% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. Raymond James Financial Services Advisors, Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

5440 Southwest Westgate D Suite 110
Portland, OR 97221

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Raymond James Financial Services Advisors, Inc Brokerage Details

Total Assets Under Management

$103,692,335,631

OR Average: $1,855,561,029
Total Number of Employees

6,224

OR Average: 62
Total Number of Accounts

343,734

OR Average: 2,474
Average Account Size

$301,664

OR Average: $750,025

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Cole Chase Work History

Cole has 13 years of experience.

2015 - Present (4 years)

The Commerce Co

2009 - Present (10 years)

Raymond James Financial Services Advisors, Inc

2005 - Present (14 years)

Raymond James Financial Services, Inc

2005 - Present (14 years)

Insurance

Disclosures

Cole Chase has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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