John Chase, CFP®
The Citadel
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John Chase, CFP(r) is a Financial Advisor and Certified Financial Planner (CFP) professional with 21.5 years of experience. Based in the United States, he specializes in investment management, retirement planning, and business development. With a focus on providing sound financial advice to clients, John has provided comprehensive investment plans and remains committed to their best interests. He offers a range of finance-related activities, including investment strategy, financial planning, retirement planning, and estate planning. For more information, visit Janney's Relationship Summary (Form CRS) on www.janney.com/crs.
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Emails and Phone Numbers
About
John Chase is a Financial Advisor and Certified Financial Planner™ (CFP®) professional in the Florence, South Carolina office. His specialty is working with individuals and families in the realm of investment management, and retirement planning. Additionally, John works with businesses in developing and growing their corporate retirement plans.Since joining the investment industry as a Financial Advisor in May 2002, John has provided sound financial advice to clients throughout the United States. John seeks to deliver comprehensive investment plans to clients while remaining firmly committed to their best interests at all times.John Chase provides advice on a wide range of finance related activities that include:Investment StrategyFinancial PlanningRetirement PlanningEstate PlanningFor more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.
...See MoreWork Experience
Senior Vice President | Wealth Management Branch Manager
Senior Vice President | Wealth Management Branch Manager
Financial Services
John Chase, CFP®'s Professional Milestones
- Financial Advisor (2002-06-01~2017-11-01): Providing financial guidance and guidance to enhance client satisfaction and drive financial growth.
- Senior Vice President | Wealth Management Branch Manager (2017-11-01~): Transformed the portfolio and expanded the reach of wealth management through strategic partnerships and revenue creation.
Education
Business Administration,
Spanish,
Business Administration/spanish
1998-2002Skill
Customer Service
Management
Leadership
Investments
Team Building
Finance
Financial Analysis
Securities
Insurance
Certification
Colleagues
John Ciccarone
Chief Technology Officer
James Wolitarsky
President | Chief Executive Officer
John Abella
Chief Information Security Officer
Jessica Lempa, MSFS
Chief Compliance Officer
Caroline Hall
Chief Compliance Officer | Deputy General Counsel
Other Named John Chase, CFP®
Frequently asked questions
We found 2 John Chase, CFP®'s email addresses
We found 2 John Chase, CFP®'s phone numbers
John Chase, CFP® works for Janney Montgomery Scott LLC
John Chase, CFP®'s role in Janney Montgomery Scott LLC is Senior Vice President | Wealth Management Branch Manager
John Chase, CFP® works in the industry of Financial Services
John Chase, CFP®'s colleagues are John Ciccarone,James Wolitarsky,John Abella
John Chase, CFP®'s latest job experience is Senior Vice President | Wealth Management Branch Manager at Janney Montgomery Scott LLC
John Chase, CFP®'s latest education in The Citadel