Advisor at S.E.E.D. Planning Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
S.E.E.D. Planning Group, LLC
Location
Binghamton, NY 13901
Credentials
Series 63, Series 66
Industry experience
11 years
Jeffrey Chase is a financial advisor at S.E.E.D. Planning Group, LLC in Syracuse, NY, with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Key Investment Services, TIAA, Wealth Resources Network, and LPL Financial. S.E.E.D. Planning Group, LLC is a multi-advisor wealth management firm managing approximately $491 million in discretionary assets for individual and high-net-worth clients, trusts, non-profits, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement-plan advisory services with an investment approach emphasizing fundamental analysis and diversification.
Based on S.E.E.D. Planning Group, LLC
One-time, periodic, annual, or hourly fees for non-investment management services as per Scope of Work
Hourly charges for Investment Advice and Consulting Services, billed no more often than monthly
Minimum fee: $16,250 minimum annualized fee for Wealth Management Services; discounted minimum fee of $8,125 for select clients; $2,500 minimum fee to establish investment advisory relationship Fee-only: Fee-only advisory firm; no commissions or other third-party compensation
31 Lewis Street, Suite 401
Binghamton, NY 13901
New York
S.E.E.D. Planning Group LLC
2023 - Present (3 years)
S.E.E.D. Planning Group
2020 - Present (6 years)
Key Investment Services, LLC
2018 - 2020 (2 years)
Tiaa
2016 - 2018 (2 years)
Wealth Resources Network
2014 - 2016 (2 years)
LPL FINANCIAL
2014 - 2016 (2 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Binghamton, NY
Alpha Zero LLC
Series 66
Vestal, NY
Lesko Securities Inc.
Series 63
Endicott, NY
Ashton Thomas Securities, LLC
Series 65
Binghamton, NY
S.E.E.D. Planning Group, LLC
Series 63, Series 65
Binghamton, NY
S.E.E.D. Planning Group, LLC
Series 65
Binghamton, NY
S.E.E.D. Planning Group, LLC
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