Jared Alvah Chase
Investment adviser representative at Maridea Wealth Management
9 yearsExperience
2 statesRegistered in
$2BFirm assets
2 yearsFirm in business
Are you Jared Alvah Chase? Claim your profile
Contact this firm
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
9 years in the industry.
- Maridea Wealth Management LLCJul 2025 to now
- Hoot Wealth LLCJan 2025 to Sep 2025
- Motley Fool Wealth Management, LLCOct 2021 to Jan 2025
- Fidelity Brokerage Services LLCMar 2020 to Sep 2021
- Ideal MarketMay 2019 to Mar 2020
- Ecomark SolarDec 2018 to Feb 2019
- Pyramid Hotel GroupApr 2016 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (CO, ME).
Maridea Wealth Management
Legal name: Maridea Wealth Management LLC
$2BAssets managed
2,100Clients
38Advisers
2 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
- 7240196
- Firm CRD
- 325523