Justin Chase
Investment adviser representative at Advisory Alpha, LLC
10 yearsExperience
1 stateRegistered in
$4.4BFirm assets
15 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 fee
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
10 years in the industry.
- Advisory Alpha, LLCMay 2024 to now
- UnemployedOct 2023 to May 2024
- SiftJan 2022 to Oct 2023
- UnemployedNov 2021 to Jan 2022
- Member First MortgageMar 2021 to Nov 2021
- Fortis Net LeaseMar 2020 to Mar 2021
- Compliance SystemsAug 2018 to Mar 2020
- UnemployedMay 2018 to Aug 2018
- Federal Trade CommissionJan 2018 to May 2018
- StudentMay 2016 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (MI).
Advisory Alpha, LLC
$4.4BAssets managed
13,831Clients
66Advisers
15 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
- 7970976
- Firm CRD
- 158282