Chase Gerald
Investment adviser representative at Dew Wealth Management
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$464.7MFirm 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 assetsFixed or flat feeOther
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
16 years in the industry.
- Dew Wealth ManagementOct 2025 to now
- J.P. Morgan Securities, LLCAug 2022 to Oct 2025
- JPMorgan Chase Bank, N.A.Aug 2022 to Oct 2025
- UnemployedDec 2021 to Jul 2022
- Allstate Insurance CompanyApr 2019 to Nov 2021
- New York Life Insurance CompanyJun 2018 to Apr 2019
- Starbucks Coffee CoMay 2012 to Sep 2018
- University of North TexasJan 2010 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
Dew Wealth Management
Legal name: Dew Wealth Management, LLC
$464.7MAssets managed
246Clients
24Advisers
10 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
- 6949629
- Firm CRD
- 114148