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Reese Chance Little

Key Client Fiduciary Advisors, LLC

Fairfield, NJ

CRD 7594236

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Employer firm

Key Client Fiduciary Advisors, LLC CRD 298240

$896M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Key Client Fiduciary Advisors, Llc

363 Route 46 West Suite 300, Fairfield, NJ 07004 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-03-15
TX RA APPROVED 2024-03-13
  • NJ RA
    APPROVED
    Since 2024-03-15
  • TX RA
    APPROVED
    Since 2024-03-13

Branch Locations

363 Route 46 West Suite 300, Fairfield, NJ 07004 • 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
Jp Morgan Securities Summit NJ 07/2022 03/2024
Jp Morgan Chase Bank Springfield NJ 07/2022 03/2024
Ohio Weselyan University Delaware OH 08/2018 05/2022
Unemployed Springfield NJ 06/2022 06/2022
N/A Springfield NJ 07/2012 07/2018
Key Client Fiduciary Advisors, Llc Fairfield NJ 03/2024 Present
  • 07/2022 → 03/2024
    Jp Morgan Securities
    Summit, NJ
  • 07/2022 → 03/2024
    Jp Morgan Chase Bank
    Springfield, NJ
  • 08/2018 → 05/2022
    Ohio Weselyan University
    Delaware, OH
  • 06/2022 → 06/2022
    Unemployed
    Springfield, NJ
  • 07/2012 → 07/2018
    N/A
    Springfield, NJ
  • 03/2024 → Present
    Fairfield, NJ
Previous Registrations
Other Businesses

Little Investments LLC; CEO; Not Investment Related; 6 Forest Drive Springfield NJ 07081; Description: LLC managing income from coaching, collectibles, real estate, and investments; 2026-05-11; 2 Hours per month devoted to business during trading hours; 25 Hours per month devoted to business outside trading hours; 10 Percent of total yearly compensation expected to be derived from the business.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-15
  • S66 Uniform Combined State Law Examination
    2022-11-15
Other Names
  • Reese Little
  • Reese C Little

View on SEC IAPD

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