Jeff Chase Email & Phone Number
Senior Vice President, Financial Planning @ S.E.E.D. Planning Group, LLC
Jeff Chase Location
Syracuse, NY, US
Jeff Chase Work
- 2023 - now Senior Vice President, Financial Planning @ S.E.E.D. Planning Group, LLC
- 2020 - now Senior Wealth Manager @ S.E.E.D. Planning Group, LLC
- 2018 - 2020 Financial Advisor @ Key Investment Services
- 2016 - 2018 Wealth Management Advisor @ TIAA
- 2014 - 2016 Financial Advisor @ Wealth Resources Network
- 2013 - 2014 Financial Advisor @ Prudential Financial
- 2012 - 2013 Intern @ Prudential Financial
Jeff Chase Education
- Niagara University
Bachelor of Science (Business Management)
Jeff Chase Summary
Jeff Chase, based in Syracuse, NY, US, is currently a Senior Vice President, Financial Planning at S.E.E.D. Planning Group, LLC. Jeff Chase brings experience from previous roles at S.E.E.D. Planning Group, LLC, Key Investment Services, TIAA and Wealth Resources Network. Jeff Chase holds a Bachelor of Science in Business Management @ Niagara University. Jeff Chase has 1 emails and 1 mobile phone numbers on RocketReach.
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Top S.E.E.D. Planning Group, LLC Employees
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Dave Nirchi
Chief Operating Officer at S.E.E.D. Planning Group, LLC
Binghamton, NY, US13 -
Travis Maus
Chief Executive Officer at S.E.E.D. Planning Group, LLC
Maryville, TN, US25+ -
13
-
13
-
Fred Costantino
Senior Investment Analyst at S.E.E.D. Planning Group, LLC
Binghamton, NY, US25+ -
2
-
13
-
25+
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Quinlan Ingraham
Financial Planner at S.E.E.D. Planning Group, LLC
Binghamton, NY, US12 -
Hannah Burchell
Senior Wealth Manager at S.E.E.D. Planning Group, LLC
Binghamton, NY, US11 -
Jessica Blake
Wealth Manager at S.E.E.D. Planning Group, LLC
Binghamton, NY, US11 -
Nick Ippolito
Financial Planner at S.E.E.D. Planning Group, LLC
New York, United States11 -
22
-
Christina Powell
Digital Marketer at S.E.E.D. Planning Group, LLC
Binghamton, NY, US11
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