Meet Jared

Jared Chase
Client Experience Specialist

As a member of the Fool Wealth Client Experience team, I love getting to interact with our awesome roster of clients on a daily basis and knowing that our interactions have the potential to advance their financial goals.

A little bit more about Jared...

I’m glad to say that my career has come a long way since I almost spilled a pitcher of water on Katherine Heigl on my first day as a waiter. Before coming to Fool Wealth, I worked with several Fidelity advisors and assisted on the operational side of their managed account products. I also earned my bachelor’s degree from Skidmore College in New York, and obtained my Series 7, Series 63, and Series 65 licenses. 

I believe that time is one of our most valuable assets in life and investing. We live in a culture where rewards are often expected immediately, and it can be easy to forget that to achieve anything of substance requires time and thoughtful action.

When I was young, my dad taught me a few important lessons about money: live below your means, save early, and invest often. No material item feels as good as financial stability and peace of mind. The Fool Wealth investing philosophy – holding long-term positions and planning for the future – is an approach I’m thrilled to be a part of every day. 

Get to know Jared...

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What do you like to do in your spare time?

I love to head out for the day to bike the endless forest and fire service roads perched above Boulder, Colorado.

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What's your favorite place in the whole world?

York Harbor, Maine.

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What are your dream retirement goals?

I want to spend summer and fall near my family in Maine, and then head south to sunny Tucson, Arizona for winter and spring!

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