Chase Wayne Schroeder

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 07/2024 → 09/2024
  Raymond James Financial Services, Inc
  Naples, FL
• 10/2021 → 07/2024
  Miromar Lakes Golf Club
  Fort Myers, FL
• 02/2019 → 10/2021
  Doordash
  Naples, FL
• 03/2021 → 07/2021
  Gwinnett County
  Lawrenceville, GA
• 09/2014 → 01/2019
  Not Employed
  Fort Myers, FL
• 01/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  Naples, FL
• 07/2024 → Present
  Oley Kinser Concierge Wealth, Llc
  Naples, FL

Other Businesses

(1)Name of Business: Oley Kinser Concierge Wealth, LLC Address: 4501 Tamiami Trail N., Suite 300, Naples, FL, 34103, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/15/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Oley Kinser Concierge Wealth, LLC is a name of the independent practice at RJFS. I am an employee of Oley Kinser Concierge Wealth, LLC.

Exams

• S66 Uniform Combined State Law Examination
  2024-12-17