Jared Chase

Financial professional with 19 years experience. Bi-lingual with a Masters of Science in Finance & CFP®.

[Jared Chase @JaredChase11]

We are here in Boston supporting one of our great RIA clients, SEIA/SIA, helping them become future ready. Anand Sekhar from our Business Consulting & Practice Management group delivered great content. #FidelityAssociate

[Jared Chase @JaredChase11]

Anyone watching the World Cup? Vamos Argentina!

[Jared Chase @JaredChase11]

Great insights on winning the digital war from @OpenAdvisor of @AdvicePeriod, Ed O’Brien of @eMoneyAdvisor, Jon Stein of @Betterment and Joe Duran of @United_Capital. #FidelityAssociate

[TCU Equestrian @TCUWEquestrian]

Alex Beneson earns her second Big 12 monthly accolade! Congrats, @alexbeneson!

📰https://t.co/doM95GkT4L

[Simon Sinek @simonsinek]

Our best competitors reveal our weaknesses. The goal is not to "beat" our competition but to improve ourselves.

[Jared Chase @JaredChase11]

Today I’m in Westlake Village with our advisors talking about the future: transition, succession and acquisition planning. An important topic that shouldn’t be neglected. Our consulting work in this area has put many firms in a position for success.

[Jeanne Pepper @JeannePepperOC]

Blaze Bernstein memorial calls for acts of kindness https://t.co/FD8a4JAE36 via @abc7

[Jared Chase @JaredChase11]

@newsfromIN @OpenAdvisor Steve Lockshin of @AdvicePeriod featured in Investment News. Great read.

[Jared Chase @JaredChase11]

The dealmakers financing top adviser technology https://t.co/Tcm5SWReAS via @newsfromIN

[TCU Equestrian @TCUWEquestrian]

That winning feeling...#GoFrogs

[Jared Chase @JaredChase11]

Great evening with our RIAs and the @CFA_LA at the historic Biltmore hotel. The #2018ForecastDinner with Greg Valliere and panel offered great insight!

[Jared Chase @JaredChase11]

A nice view of Santa Monica Blvd & LA while chatting about strategic planning with Salem Partners.

[Jared Chase @JaredChase11]

Office culture plays a key role in keeping employees engaged. https://t.co/pOOgnGqayU

[Jeanne Pepper @JeannePepperOC]

Blaze's obituary is live at https://t.co/r3PPkgJHYF His life was short but the message is clear: we all have a story, we all can make a difference, we can all dream of a better world.....this is a message of hope. We can all repair the world in our own way. #Dogood4blaze

[Jared Chase @JaredChase11]

As an advisor, your emotional intelligence can play a big role in your success. Improve your emotion-management skills and ultimately your practice with 5 strategies: https://t.co/dsck0ooQaN

[Jared Chase @JaredChase11]

Which tech trends should advisors be on the lookout for? IT tools and software to help take your practice to the next level: https://t.co/hLwb2QSj2I

[Jared Chase @JaredChase11]

Schwab is encouraging the #FutureRIA with University partnerships and RIA student intern program. https://t.co/FQOCIxdfiX

[Jared Chase @JaredChase11]

.@SeanMulln from @AdvicePeriod recording his story of independence at #SchwabIMPACT

[Jared Chase @JaredChase11]

Ready for #SchwabIMPACT in Chicago!