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Jeffrey Paul Chase

S.E.E.D. Planning Group, LLC

Binghamton, NY

Syracuse, NY

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Current Employers
S.E.E.D. Planning Group, Llc

31 Lewis Street Suite 401, Binghamton, NY 13901 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-07-26
  • NY RA
    APPROVED
    Since 2021-07-26

Branch Locations

31 Lewis Street Suite 401, Binghamton, NY 13901 • United States

100 Elmwood Davis Rd 2Nd Floor, Syracuse, NY 13212 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Liverpool NY 05/2014 09/2016
Tiaa Syracuse NY 09/2016 10/2018
Wealth Resources Network Liverpool NY 05/2014 09/2016
Key Investment Services, Llc Syracuse NY 11/2018 10/2020
S.E.E.D. Planning Group Syracuse NY 12/2020 Present
S.E.E.D. Planning Group Llc Syracuse NY 11/2023 Present
  • 05/2014 → 09/2016
    Lpl Financial
    Liverpool, NY
  • 09/2016 → 10/2018
    Tiaa
    Syracuse, NY
  • 05/2014 → 09/2016
    Wealth Resources Network
    Liverpool, NY
  • 11/2018 → 10/2020
    Key Investment Services, Llc
    Syracuse, NY
  • 12/2020 → Present
    S.E.E.D. Planning Group
    Syracuse, NY
  • 11/2023 → Present
    S.E.E.D. Planning Group Llc
    Syracuse, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-06-08
S63 Uniform Securities Agent State Law Examination 2013-07-26
  • S66 Uniform Combined State Law Examination
    2015-06-08
  • S63 Uniform Securities Agent State Law Examination
    2013-07-26
Other Names
  • Jeff Chase
  • Jeffrey Chase

View on SEC IAPD

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ROBERT W GARBADE
Alexis M George

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BINGHAMTON, NY
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. · Binghamton, NY
STIFEL, NICOLAUS & COMPANY, INCORPORATED · BINGHAMTON, NY
LPL FINANCIAL LLC · BINGHAMPTON, NY
MORGAN STANLEY · BINGHAMTON, NY
LPL FINANCIAL LLC · BINGHAMTON, NY
LPL FINANCIAL LLC · BINGHAMTON, NY
LPL FINANCIAL LLC · BINGHAMTON, NY

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