Jared Alvah Chase

Employer firm

Maridea Wealth Management CRD 325523

$959M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2020 → 09/2021
  Fidelity Brokerage Services Llc
  Greenwood Village, CO
• 05/2019 → 03/2020
  Ideal Market
  Boulder, CO
• 12/2018 → 02/2019
  Ecomark Solar
  Colorado Springs, CO
• 04/2016 → 12/2018
  Pyramid Hotel Group
  Boston, MA
• 10/2021 → 01/2025
  Motley Fool Wealth Management, Llc
  Alexandria, VA
• 01/2025 → 09/2025
  Hoot Wealth Llc
  Denver, CO
• 07/2025 → Present
  Maridea Wealth Management Llc
  Denver, CO

Previous Registrations

• 2025-01-21 → 2025-09-15
  Hoot Wealth Llc
  Denver, CO
  Boulder, CO
• 2022-02-18 → 2025-02-12
  Motley Fool Wealth Management, Llc
  Denver, CO
  Alexandria, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-02-08
• S63 Uniform Securities Agent State Law Examination
  2020-07-31

Other Names

• Jared Alvah Chase
• Jared Chase
• Jared Alvah Chase