Unclaimed Profile

Philip Howard Jr. Haigis

CHASE INVESTMENT SERVICES CORP.·CHICAGO, Illinois

SIE, Series 6, Series 7, Series 9, Series 10, Series 24, Series 63, Series 66Clean record23 years registeredCHASE INVESTMENT SERVICES CORP.

300 SOUTH RIVERSIDE PLAZA, CHICAGO, IL 60606-2003CRD# 4340276Firm CRD# 25574

Profile Verification

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

Identity

Philip Howard Jr. Haigis · CHICAGO, IL

Registration

CRD #4340276 · CHASE INVESTMENT SERVICES CORP. · 23 years registered

Brand Profile

Not yet started

Career History

RAYMOND JAMES & ASSOCIATES, INC.

May 2024 – present

J.P. MORGAN SECURITIES LLC

Oct 2012 – Apr 2024

Columbus, OH

CHASE INVESTMENT SERVICES CORP.

Jul 2005 – Oct 2012

PHOENIX, AZ

BANC ONE SECURITIES CORPORATION

Jan 2003 – Jul 2005

TUCSON, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 9

Series 10

Series 24

Series 63

Series 66

Registration record

First registered · January 2, 2003

Years registered · 23

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 Philip Howard Jr. Haigis offer?

Philip Howard Jr. Haigis specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CHICAGO, Illinois for a consultation.

What are Philip Howard Jr. Haigis's credentials?

Philip Howard Jr. Haigis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Philip Howard Jr. Haigis located?

Philip Howard Jr. Haigis 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 Philip Howard Jr. Haigis charge for services?

Philip Howard Jr. Haigis'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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