Jared Chase is a Client Success Associate at Maridea Wealth, serving as a primary point of contact for clients throughout onboarding, financial planning, and investment processes. With five years in client-facing roles, he is dedicated to fostering trust and delivering a seamless experience.

Before joining Maridea, Jared was a Customer Success Associate at Hoot Wealth, supported two large books of business at Motley Fool Wealth Management®, and worked with Fidelity Investments’ Private Client Group®. He holds Series 7, 63, and 65 licenses and is guided by a favorite George Lorimer quote: “It’s good to have money and the things that money can buy, but it’s good, too, to check up once in a while and make sure that you haven’t lost the things that money can’t buy.”

Based in Boulder, Jared enjoys biking the area’s forest service roads, spending time with his girlfriend, Alex, and sharing donuts with his nieces and nephews.