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J. Clarke Chase, CLU, ChFC
Settlement Consultant

4801 Cox Rd., Ste. 204
Glen Allen, VA 23060
Toll Free: (877) 423-2462
Telephone: (804) 270-3701
Facsimile: (804) 747-1237
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J Clarke Chase Glen Allen VA Settlement Consultant

Settlement and Planning Expertise:

  • 35 years financial planning experience and in 2003 incorporated structured settlements into my practice
  • Specialize in crafting and implementing financial plans for injured persons and their families, leveraging the use of structured settlements where appropriate

Professional Experience:

  • Millennium Settlements, Tallahassee, Florida
    Settlement Consultant, November 2003 - Present
  • Chase Dominion Advisors, Richmond, Virginia
    Partner; financial planner and investment consultant to individuals and pension plans, November, 2003 - Present
  • Benefit Design & Administration, Inc., Richmond, Virginia
    Founder/President, financial planner and investment advisor to individuals and pension plans, 1985 - 2004
  • Life of Virginia/Home Life Insurance Company, Richmond, Virginia
    Life insurance sales professional, 1973 - 1985

Professional Registrations and Designations:

Chartered Financial Consultant
Chartered Life Underwriter
LPL Financial Investment Advisor Representative

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.


Memberships:

Estate Planning Council, Richmond, VA; Past President
Society of Financial Services Professionals, Richmond Chapter, Past President
National Structured Settlements Trade Association

Education:

BBA, College of William & Mary, Williamsburg, Virginia
CLU, ChFC, American College, Bryn Mawr, Pennsylvania

 

 

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3500 Financial Plaza, 4th Floor
Tallahassee, Florida 32312
(800) 573-8853 | (850) 894-4265 | (850) 894-4269 (fax)

 

 

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