Jonathan Chasen
Managing Director-Investment Officer at Wells Fargo Advisors
- Role
- Managing Director-investment Officer at Wells Fargo Advisors
- Location
- Charlottesville, VA, US
- LinkedIn followers
- 500 followers
About Jonathan Chasen
Jonathan and his Bay Ridge Private Wealth Management Group of Wells Fargo Advisors work…
Experience
Managing Director-investment Officer
Mar 2008 — Present
Jonathan works with clients in developing and prioritizing financial goals. Using consistent and methodical processes, he then oversees the management of equity, fixed income, real asset and complementary investment strategies to help achieve these financial goals. He develops strategies for three things with considerable experience - produce, preserve and eventually pass on wealth.
Skills
- Investments
- Wealth Planning Strategies
- Retirement Planning
- Etfs
- 401k
- Insurance
- Life Insurance
- Investment Strategies
- Securities
- Financial Services
- Estate Investment Planning
- Fixed Income
- Iras
- Retirement
- Alternative Investments
- Finance
- Mutual Funds
- High Net Worth Individuals
- Asset Allocation
- Bonds
- Equities
- Fixed Annuities
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