Unclaimed Profile

Jeffrey Paul Chase

S.E.E.D. PLANNING GROUP, LLC·BINGHAMTON, New York

SIE, Series 6, Series 7, Series 63, Series 66Clean record10 years registeredS.E.E.D. PLANNING GROUP, LLC

31 LEWIS STREET, BINGHAMTON, NY 13901CRD# 6212158Firm CRD# 188521

Profile Verification

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

Identity

Jeffrey Paul Chase · BINGHAMTON, NY

Registration

CRD #6212158 · S.E.E.D. PLANNING GROUP, LLC · 10 years registered

Brand Profile

Not yet started

Career History

S.E.E.D. PLANNING GROUP, LLC

Jul 2021 – present

ADVICE AND PLANNING SERVICES

Oct 2016 – Nov 2018

SYRACUSE, NY

LPL FINANCIAL LLC

Aug 2015 – Oct 2016

LIVERPOOL, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · August 28, 2015

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

S.E.E.D. PLANNING GROUP, LLC

CRD 188521 · SEC 801-91167

AUM

$423M

Regulatory assets under management

Employees

1,709 client accounts

Services offered by S.E.E.D. PLANNING GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at S.E.E.D. PLANNING GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Paul Chase offer?

Jeffrey Paul Chase specializes in Financial Planning, Investment Management. Contact their office in BINGHAMTON, New York for a consultation.

What are Jeffrey Paul Chase's credentials?

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

Where is Jeffrey Paul Chase located?

Jeffrey Paul Chase is based in BINGHAMTON, New York, working with S.E.E.D. PLANNING GROUP, LLC. Their office serves clients in the BINGHAMTON metropolitan area and surrounding communities.

How does Jeffrey Paul Chase charge for services?

Jeffrey Paul Chase's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is S.E.E.D. PLANNING GROUP, LLC?

S.E.E.D. PLANNING GROUP, LLC has approximately 14 employees and manages $423M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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