Chase Samuel Hayhurst

Employer firm

Weatherly Asset Management CRD 106935

$1.68B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 07/2014 → 03/2019
  Emoney Advisor
  San Diego, CA
• 04/2019 → 12/2021
  Weatherly Asset Management, Lp
  Del Mar, CA
• 12/2021 → Present
  Weatherly Asset Management, Lp
  Del Mar, CA
• 09/2022 → Present
  Weatherly Asset Management, Lp
  Del Mar, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-09-30

Designations

• Certified Financial Planner

Other Names

• Chase Hayhurst