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Chase Clemens

Investment adviser representative at First Trust Advisors LP
12 yearsExperience
2 statesRegistered in
$309.2BFirm assets
35 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 assetsPerformance-basedOther

Services the firm offers

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

  • Portfolio management

Experience

12 years in the industry.

  1. First Trust Advisors L.P.Jun 2023 to now
  2. First Trust Portfolios L.P.Jun 2023 to now
  3. Clem Capital LLCJul 2022 to now
  4. Furman UniversityAug 2018 to May 2022
  5. The Hill SchoolAug 2014 to May 2018

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 2 states (IL, TN).

First Trust Advisors LP

$309.2BAssets managed
5,731Clients
606Advisers
35 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
7763713
Firm CRD
107027
Advisor's SEC record (opens in a new tab)
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