Unclaimed Profile

Jeffrey Willis Durkee

CHASE INVESTMENT SERVICES CORP.·CHICAGO, Illinois

SIE, Series 3, Series 5, Series 7, Series 8, Series 9, Series 10, Series 15, Series 24, Series 63, Series 65Clean record14 years registeredCHASE INVESTMENT SERVICES CORP.

300 SOUTH RIVERSIDE PLAZA, CHICAGO, IL 60606-2003CRD# 1009266Firm CRD# 25574

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Willis Durkee · CHICAGO, IL

Registration

CRD #1009266 · CHASE INVESTMENT SERVICES CORP. · 14 years registered

Brand Profile

Not yet started

Career History

J.P. MORGAN SECURITIES LLC

Oct 2012 – present

CHASE INVESTMENT SERVICES CORP.

May 2012 – Oct 2012

PACIFIC PALISADES, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 5

Series 7

Series 8

Series 9

Series 10

Series 15

Series 24

Series 63

Series 65

Registration record

First registered · May 18, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CHASE INVESTMENT SERVICES CORP.

CRD 25574 · SEC 801-36407

AUM

$29.9B

Regulatory assets under management

Employees

1,000

182,239 client accounts

Services offered by CHASE INVESTMENT SERVICES CORP.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CHASE INVESTMENT SERVICES CORP. →

Introduction

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Frequently Asked Questions

What services does Jeffrey Willis Durkee offer?

Jeffrey Willis Durkee specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CHICAGO, Illinois for a consultation.

What are Jeffrey Willis Durkee's credentials?

Jeffrey Willis Durkee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Willis Durkee located?

Jeffrey Willis Durkee is based in CHICAGO, Illinois, working with CHASE INVESTMENT SERVICES CORP.. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does Jeffrey Willis Durkee charge for services?

Jeffrey Willis Durkee's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHASE INVESTMENT SERVICES CORP.?

CHASE INVESTMENT SERVICES CORP. has approximately 1000 employees and manages $29.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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