Jared Chase is responsible for SEIA’s M&A and business development strategy. His work includes identifying right-fit advisors to plug into the SEIA platform, RIA firm acquisition, and the strategic lift-out of advisors and teams. Jared partners with various industry participants (custodians, investment banks, COIs, consultants, etc.) to achieve our goals.

Prior to joining SEIA, Jared worked at Charles Schwab and Fidelity Investments spanning 16 years across both custodians, including working closely with SEIA. He held various roles in the retail and institutional brokerage business, including positions in financial consulting, trading, customer service, and institutional wealth services. Most recently as a Senior Relationship Manager, Jared worked with Fidelity’s national RIAs and multi-family office clients.