Chase Mehaffey
Investment adviser representative at Raymond James & Associates, Inc.
9 yearsExperience
1 stateRegistered in
$501BFirm assets
51 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 assetsHourlyFixed or flat feeCommissions
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
9 years in the industry.
- Raymond James & Associates, Inc.May 2025 to now
- Trinity Wealth Securities, LLCFeb 2025 to May 2025
- Florida Financial Advisors dba Tristate Financial AdvisorsAug 2024 to May 2025
- UnemployedApr 2024 to Aug 2024
- Cocktail CollectionOct 2023 to Apr 2024
- The University of AlabamaAug 2023 to Oct 2023
- The BreakersJun 2023 to Aug 2023
- The University of AlabamaAug 2020 to Jun 2023
- Manheim Township High SchoolAug 2016 to Aug 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TN).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 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
- 7966682
- Firm CRD
- 705