Spencer Jones Garrett
Investment adviser representative at Chase Investment Counsel Corporation
7 yearsExperience
1 stateRegistered in
$509.8MFirm assets
62 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 assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
7 years in the industry.
- Chase Investment Counsel CorporationSep 2023 to now
- Longview Wealth ManagementJan 2023 to Sep 2023
- Cambridge Investment Reserach, Inc.Jun 2022 to Sep 2023
- Canal Capital Management, LLCSep 2019 to Jun 2022
- Oppenheimer & Co. IncDec 2018 to Sep 2019
- Merrill LynchNov 2017 to Dec 2018
- Bank of America, N.A.Jul 2017 to Dec 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2016 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (VA).
Chase Investment Counsel Corporation
$509.8MAssets managed
132Clients
5Advisers
62 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
- 6692788
- Firm CRD
- 104648