Jared A. Chase

MARIDEA WEALTH MANAGEMENT

YORK, ME

Some features on this profile are disabled

CRD#: 7240196

Professional summary

Jared Alvah Chase JR, who also goes by Jared Alvah Chase Mr., Jared Alvah Chase, Jared Chase, is a registered financial advisor currently at MARIDEA WEALTH MANAGEMENT located in York, Maine.

Jared is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Jared has worked at 5 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jared Alvah Chase Mr. | Jared Alvah Chase | Jared Chase

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) On a temporary and transitional basis, Jared Chase will be dually registered as an investment advisor representative with Maridea Wealth Management LLC and Hoot Wealth LLC. Maridea Wealth Management LLC and Hoot Wealth LLC are under common control.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared Alvah Chase JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 15, 2025 - Present

MARIDEA WEALTH MANAGEMENT

RIA

CRD#: 325523

YORK, ME

Past

January 21, 2025 - September 15, 2025

HOOT WEALTH LLC

RIA

CRD#: 334034

Boulder, CO

Past

September 28, 2023 - July 22, 2024

TMF INVESTMENTS

CRD#: 306422

ALEXANDRIA, VA

Past

February 18, 2022 - February 12, 2025

MOTLEY FOOL WEALTH MANAGEMENT, LLC

RIA

CRD#: 165689

Denver, CO

Past

July 24, 2020 - September 23, 2021

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

GREENWOOD VILLAGE, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MARIDEA WEALTH MANAGEMENT

CRD#: 325523 / SEC#: 801-129360

RIA

Registered Investment Advisory firm - (1/31/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(7/15/2025)

IAR

Maine
(11/3/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/8/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/31/2020

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/28/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/17/2020

Securities Industry Essentials Examination

Current Firm

MARIDEA WEALTH MANAGEMENT

CRD#: 325523 / SEC#: 801-129360

RIA

Registered Investment Advisory firm - (1/31/2024 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

25 Kent Avenue Suite 401, Brooklyn, NY 11249

Mailing Address

Phone number

(347) 289-5227

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (8/13/2025)

Regulatory assets under management

Total Number of Accounts	2,509
AUM (Assets Under Management)	$ 469,226,780

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jared A. Chase

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared Alvah Chase JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

HOOT WEALTH LLC

TMF INVESTMENTS

MOTLEY FOOL WEALTH MANAGEMENT, LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

MARIDEA WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 2/8/2022

Series 63

Date: 7/31/2020

Series 7TO

Date: 9/28/2023

SIE

Date: 7/17/2020

Current Firm

MARIDEA WEALTH MANAGEMENT

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MARIDEA WEALTH MANAGEMENT

TRUST BUT VERIFY

Similar Advisors