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Senior VP Wealth Management · S.E.E.D. Planning Group, LLC

Jeffrey P. Chase

CRD 6212158 · Named on Form ADV at one SEC-registered adviser

At a glance

S.E.E.D. Planning Group, LLC, an SEC-registered wealth manager based in Binghamton, NY with $568 million in regulatory assets, lists Jeffrey P. Chase on its Form ADV as Senior VP Wealth Management.

Firms and roles

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Jeffrey’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (10)

5 more people named with Jeffrey on the same filings, with titles and firms. Free in Atlas with a free account.

See all 10 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.