Jeffrey Paul Chase
Investment adviser representative at S.E.E.D. Planning Group, LLC
10 yearsExperience
1 stateRegistered in
$568MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- S.E.E.D. Planning Group, LLCDec 2020 to now
- Key Investment Services, LLCNov 2018 to Oct 2020
- TIAASep 2016 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (NY).
S.E.E.D. Planning Group, LLC
$568MAssets managed
763Clients
17Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6212158
- Firm CRD
- 188521