Jared Alvah Chase

Maridea Wealth Management

4 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners

Maridea Wealth Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

23 advisors

Number of Clients

587 clients

Average Client Portfolio

$799K average

Assets Under Management

$469.2M

Fee Structure

Minimum Investment:$100K

Location

Denver, CO

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Maridea Wealth Management

July 2025 - Present · 7 mos

Previous Registrations

Hoot Wealth LLC

January 2025 - September 2025 · 8 mos

Tmf InvestmentsBroker

September 2023 - July 2024 · 10 mos

Motley Fool Wealth Management, LLC

February 2022 - February 2025 · 3 yrs

Fidelity Brokerage Services LLCBroker

July 2020 - September 2021 · 1 yr 2 mos

State Registrations2 states

COME

Advisor

Exams

No exam information available for this advisor.