Advisor at Journey Advisory Group, LLC
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Randolph Chavez is a financial advisor at Journey Advisory Group, LLC with over eight years of experience in the industry. He previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2022 to 2025, and at Fifth Third Securities from 2015 to 2021. He holds the Series 66 designation. Journey Advisory Group serves a diverse client base including individuals, trusts, estates, charities, corporations, and retirement plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes long-term investment strategies through strategic asset allocation and employs a range of instruments and approaches including options and alternative investments.
Based on Journey Advisory Group, LLC
Based on Journey Advisory Group, LLC
Financial planning fees range from $500 to $5,000; flat fees for specific services range from $200 to $2,500
$0+: 0.50% - 1.00% annually (negotiable, decreases with higher assets, varies by office location) No minimum+: 0.10% - 0.50% annually for retirement plan consulting services (negotiable)
$200 per hour for consultations; $75 per hour for administrative staff services
Account minimum: $50,000 Fee-only: Hourly fees from $75 to $200 per hour; flat fees from $200 to $5,000 for financial planning and consulting services
50 E. Rivercenter Blvd, Suite 301
Covington, KY 41011
Kentucky
Journey Advisory Group, LLC
2026 - Present (1 year)
Unemployed
2025 - 2026 (1 year)
Jpmorgan Securities LLC
2022 - 2025 (3 years)
JPMorgan Chase bank NA
2022 - 2025 (3 years)
Fifth third Securities
2015 - 2021 (6 years)
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