Jared Chase

Jared L. Chase, CFP®, currently serves as a Financial Advisor at Signature Estate & Investment Advisors, LLC, focusing on investment management, retirement planning, and estate planning for affluent clients. Previously, Jared held the position of Vice President - Senior Relationship Manager at Fidelity Investments, where responsibilities included working with national firms and family office clients, as well as Registered Investment Advisors in the Los Angeles and Las Vegas regions. Earlier experience includes serving as a Relationship Manager and Vice President - Financial Consultant at Charles Schwab, providing strategic guidance and financial planning to individuals, families, and Registered Investment Advisors. Jared holds a degree in International Studies from the University of Arizona and a Master of Science in Finance from the College for Financial Planning, with additional educational experiences in Argentina and Spain.