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JEFFREY PAUL CHASE
JEFF CHASE, JEFFREY CHASE
CRD#: 6212158
IA
Investment Adviser
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Previous Broker
S.E.E.D. PLANNING GROUP, LLCCRD#: 188521 100 ELMWOOD DAVIS RD
2ND FLOOR
SYRACUSE, NY 13212
Registration History
201320142015201620172018201920202021202220232024202520262 FIRMS2016 - 2018 (2 years)IAS.E.E.D. PLANNING GROUP, LLC (CRD# 188521)2021 - Present (3 years)BKEY INVESTMENT SERVICES LLC (CRD# 136300)2018 - 2020 (1 year)BLPL FINANCIAL LLC (CRD# 6413)2014 - 2016 (2 years)BPRUCO SECURITIES, LLC. (CRD# 5685)2013 - 2014 (<1 year)IALPL FINANCIAL LLC (CRD# 6413)2015 - 2016 (1 year)
License(s)

State Registrations

IA
New York 7/26/2021

Current Registration(s)
IA
S.E.E.D. PLANNING GROUP, LLC (CRD#:188521)
100 ELMWOOD DAVIS RD 2ND FLOOR, SYRACUSE, NY 13212
Registered with this firm since 7/26/2021

Previous Registration(s)
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11/27/2018 - 10/23/2020 KEY INVESTMENT SERVICES LLC (CRD#:136300) FAYETTEVILLE, NY
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10/06/2016 - 11/05/2018 ADVICE AND PLANNING SERVICES (CRD#:20472) SYRACUSE, NY
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10/06/2016 - 11/05/2018 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CRD#:20472) SYRACUSE, NY
IA
08/28/2015 - 10/04/2016 LPL FINANCIAL LLC (CRD#:6413) LIVERPOOL, NY
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05/06/2014 - 10/04/2016 LPL FINANCIAL LLC (CRD#:6413) LIVERPOOL, NY
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06/28/2013 - 03/31/2014 PRUCO SECURITIES, LLC. (CRD#:5685) DEWITT, NY
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Broker
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Investment Adviser
Disclosures
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