John Chase, CFP®
Senior Vice President | Wealth Management Branch Manager@ Janney Montgomery Scott LLC
Florence, South Carolina, United States
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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

@jmsonline.com
@wfadvisors.com
+1 215665****
+1 843319****
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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.

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Work Experience

Philadelphia, US

Financial Services

2368
Phone
+1 2156656000
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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.
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Education

The Citadel
The Citadel

Business Administration,

Spanish,

Business Administration/spanish

1998-2002
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