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I've worked with clients and representatives for over 30 years. As a captive representative I was responsible for the compliance oversight of 4 offices and 118 agents/representatives from 1994-2007. I sold that practice and became an independent representative in January of 2008 in order to offer a much wider array of financial products and services in my desire to provide solutions for my clients. My greatest joy is derived from working with people and helping them understand what can be a complicated and confusing landscape.I've put together a group of experienced and knowledgeable professionals in a variety of areas in order to provide comprehensive solutions. My practice is based entirely upon referrals and my initial meeting with an individual or couple is with the understanding that they are interviewing me in order to determine if they'd like me to work for and with them. I am registered in multiple states largely due to clients moving and maintaining our relationship.Cetera Wealth Partners is a region of Cetera Advisor Networks LLC.Registered representative of and securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer.
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Registered PrincipalCetera Wealth Partners Jun 2021 - Present43000 W. 9 Mile Rd., Ste. 201, Novi, Mi 48375The independent advisor division of Voya was purchased by Cetera Advisor Networks.
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Volunteer Financial ConsultantEndeavor House Ministries Sep 2020 - PresentLansing, Michigan, United States -
Volunteered Certified Peer Recovery CoachWellness Inx Dec 2018 - PresentLansing, Michigan, United States -
Sports AnnouncerVolunteer At Walled Lake Western High School Aug 2004 - PresentWalled Lake, Michigan, United States
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Registered PrincipalVoya Financial Advisors, Inc. Jun 2015 - Apr 2022Novi, MiAfter eight (8) years at a small independent brokerage firm I made the decision to move in order to fully service my client base in a timely and effective manner. Registered representative of and securities offered through Voya Financial Advisors, Inc. (member SIPC)
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Independently Contracted Financial Services Representative & Branch ManagerHbw Insurance & Financial Services, Inc. Sep 2007 - Jun 2015Novi, MiI work with individuals and small business owners searching for the proper solutions to their financial concerns. This office practices "Pillow Planning". Delivering sound financial solutions that lead to a restful nights sleep.
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VolunteerWalled Lake Western Football Booster Club 2004 - 2008Walled Lake, Michigan, United StatesA strictly voluntary position. I worked with the high school football booster club to raise funds for equipment, various fees and whatever the program deemed necessary.
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Rvp/OsjPrimerica Financial Services Mar 1991 - Sep 2007I was a Regional Vice-President. My responsibilities included representative recruitment and training, compliance oversight for four (4) locations as well as working with individual clients..
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Area ManagerPowers Distributing, Inc. Jul 1984 - Nov 1991I worked with store owners, restaurant managers,beverage directors and the route sales representatives to insure proper product placement, excellent delivery service and at times provided equipment repair. I serviced hundreds of on premise and off premise accounts as a beer representative and I enjoyed it immensely.
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Group Home ManagerKayjan Inc. Apr 1983 - Apr 1984Clarkston, Michigan, United StatesI was responsible for the staff and residents of an adult special needs group home.
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Teaching AideWing Lake Developmental Center Sep 1980 - Apr 1983Bloomfield Hills, Michigan, United StatesI assisted a teacher in an adult student special needs classroom in any way required.
Jeff Chase Skills
Jeff Chase Education Details
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Chemistry -
West Bloomfield High SchoolDiploma
Frequently Asked Questions about Jeff Chase
What company does Jeff Chase work for?
Jeff Chase works for Endeavor House Ministries
What is Jeff Chase's role at the current company?
Jeff Chase's current role is Cetera Wealth Partners.
What is Jeff Chase's email address?
Jeff Chase's email address is jh****@****att.net
What is Jeff Chase's direct phone number?
Jeff Chase's direct phone number is +121230*****
What schools did Jeff Chase attend?
Jeff Chase attended Michigan State University, West Bloomfield High School.
What are some of Jeff Chase's interests?
Jeff Chase has interest in Ncaa Basketball, Children, Economic Empowerment, Politics, Environment, Education, Science And Technology, Nhl Hockey, Health.
What skills is Jeff Chase known for?
Jeff Chase has skills like Sales Management, Mutual Funds, Financial Planning, Creative Writing, Customer Service, Retirement Planning, Sales, Risk Management, Leadership, Financial Services, Insurance, Management.
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