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Brian Douglas Chase

Investment adviser representative at Arax Advisory Partners
20 yearsExperience
1 stateRegistered in
PFSDesignation
$26.5BFirm assets

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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 feePerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

20 years in the industry.

  1. Arax Advisory PartnersApr 2020 to now
  2. Srs Capital Advisors, Inc.Apr 2020 to now
  3. Jds Professional GroupJan 2006 to now
  4. Noven Financial Group, Inc.Jan 2016 to Mar 2020

Designations

  • PFS

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (CO).

Arax Advisory Partners

Legal name: Arax Advisory Partners, LLC

$26.5BAssets managed
15,662Clients
222Advisers
20 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
6581721
Firm CRD
133535
Advisor's SEC record (opens in a new tab)
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