Unclaimed
Chad Hasten is a registered representative with Edward Jones, a firm with over 20,000 investment advisors and $825 billion in assets under management. Chad has been with Edward Jones since November 2024 and is registered in Texas. Chad has worked in the financial services industry for over 10 years. Chad also works as the CEO and President of Fitbyphase Inc., a digital fitness company. Chad specializes in portfolio management for individuals and businesses, as well as providing financial planning services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MO
01/13/2025 - Present
Edward Jones (ST LOUIS MO)
Active
Inactive
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