Chief Wealth Officer and Shareholder · Aspyre Wealth Partners
JESSI L. Chadd
CRD 5326985 · Named on Form ADV at one SEC-registered adviser
At a glance
Aspyre Wealth Partners, an SEC-registered wealth manager based in Overland Park, KS with $668 million in regulatory assets, lists JESSI L. Chadd on its Form ADV as Chief Wealth Officer and Shareholder.
Firms and roles
- Aspyre Wealth PartnersChief Wealth Officer and ShareholderWealth manager · Overland Park, KS · $668M in regulatory assets
AtlasMembers
JESSI’s stakes and control
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- Ownership stake at the firm
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- Control-person status
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- When each role began
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Colleagues named on the same filings
- Stewart S. KoestenFounding Chairman, Aspyre Wealth Partners
- Matthew D. StarkeyPresident, CEO and Shareholder, Aspyre Wealth Partners
- Lucas J. BuclChief Investment Officer and Shareholder, Aspyre Wealth Partners
- Colleen M. WysongChief Compliance Officer, Aspyre Wealth Partners
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For JESSI’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.