Unclaimed Profile

Spencer Jones Garrett

CHASE INVESTMENT COUNSEL CORPORATION·CHARLOTTESVILLE, Virginia

Clean recordCHASE 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Spencer Jones Garrett is a registered financial advisor based in CHARLOTTESVILLE, Virginia, affiliated with CHASE INVESTMENT COUNSEL CORPORATION. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

Institutional Investors

High Net Worth Individuals

Introduction

Speak with Spencer

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Spencer is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

CHASE INVESTMENT COUNSEL CORPORATION

AUM

$355M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CHASE INVESTMENT COUNSEL CORPORATION →

Services

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Other

Background

Compensation

Percentage of AUM

Hourly charges

Other: PERCENT OF CONSULTING, FLAT FEE FOR FINANCIAL PLANNING

Regulatory

SEC/IARD CRD# 6692788

Firm CRD# 104648

View on FINRA BrokerCheck →

Looking for a financial advisor in CHARLOTTESVILLE?

Browse all registered financial advisors in CHARLOTTESVILLE, Virginia or claim this profile if it's yours.

Browse CHARLOTTESVILLE Advisors Are you this advisor? Claim profile

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →