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Carl Jesse Chaney

JTS FUND ADVISORS, LLC·WACO, Texas
Clean recordJTS FUND ADVISORS, LLC
3208 GREENLEAF DR., WACO, TX 76710CRD# 3097745Firm CRD# 283677

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Carl Jesse Chaney · WACO, TX
Registration
CRD #3097745 · JTS FUND ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Carl Jesse Chaney is a registered financial advisor based in WACO, Texas, affiliated with JTS FUND ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
JTS FUND ADVISORS, LLC
JTS FUND ADVISORS, LLC
AUM
$152M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at JTS FUND ADVISORS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 3097745
Firm CRD# 283677
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Carl Jesse Chaney offer?
Carl Jesse Chaney specializes in Retirement Planning. Contact their office in WACO, Texas for a consultation.
What are Carl Jesse Chaney's credentials?
Carl Jesse Chaney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carl Jesse Chaney located?
Carl Jesse Chaney is based in WACO, Texas, working with JTS FUND ADVISORS, LLC. Their office serves clients in the WACO metropolitan area and surrounding communities.
How does Carl Jesse Chaney charge for services?
Carl Jesse Chaney's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JTS FUND ADVISORS, LLC?
JTS FUND ADVISORS, LLC has approximately 15 employees and manages $152M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at JTS FUND ADVISORS, LLC

James T Sartain
WACO, TX
Jimmy W Moore
WACO, TX
Thompson (nmn) Dean
WACO, TX
Jason Malinak
WACO, TX

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Research
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