Unclaimed Profile

Spencer Jones Garrett

CHASE INVESTMENT COUNSEL CORPORATION·CHARLOTTESVILLE, Virginia

SIE, Series 7, Series 63, Series 66Clean record9 years registeredCHASE INVESTMENT COUNSEL CORPORATION

350 OLD IVY WAY, SUITE 100, CHARLOTTESVILLE, VA 22903-4897CRD# 6692788Firm CRD# 104648

Profile Verification

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

Identity

Spencer Jones Garrett · CHARLOTTESVILLE, VA

Registration

CRD #6692788 · CHASE INVESTMENT COUNSEL CORPORATION · 9 years registered

Brand Profile

Not yet started

Career History

CHASE INVESTMENT COUNSEL CORPORATION

Sep 2023 – present

LONGVIEW WEALTH MANAGEMENT

Feb 2023 – Sep 2023

Richmond, VA

CANAL CAPITAL MANAGEMENT, LLC

Oct 2019 – Jan 2023

RICHMOND, VA

OPPENHEIMER & CO. INC.

Dec 2017 – Sep 2019

RICHMOND, VA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Apr 2017 – Dec 2017

RICHMOND, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · April 5, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CHASE INVESTMENT COUNSEL CORPORATION

CRD 104648 · SEC 801-3396

AUM

$355M

Regulatory assets under management

Employees

110 client accounts

Services offered by CHASE INVESTMENT COUNSEL CORPORATION

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at CHASE INVESTMENT COUNSEL CORPORATION →

Introduction

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Frequently Asked Questions

What services does Spencer Jones Garrett offer?

Spencer Jones Garrett specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHARLOTTESVILLE, Virginia for a consultation.

What are Spencer Jones Garrett's credentials?

Spencer Jones Garrett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Spencer Jones Garrett located?

Spencer Jones Garrett is based in CHARLOTTESVILLE, Virginia, working with CHASE INVESTMENT COUNSEL CORPORATION. Their office serves clients in the CHARLOTTESVILLE metropolitan area and surrounding communities.

How does Spencer Jones Garrett charge for services?

Spencer Jones Garrett's firm is compensated through percentage of aum, hourly charges, other: percent of consulting, flat fee for financial planning. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHASE INVESTMENT COUNSEL CORPORATION?

CHASE INVESTMENT COUNSEL CORPORATION has approximately 7 employees and manages $355M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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