Jeremy Chase, AAMS®
Senior Portfolio Manager
Jeremy joined Meridian Wealth Management in 2023. Jeremy has over 15 years of Financial Services industry experience. He earned his Bachelor of Arts in Business Administration from Transylvania University. Prior to Meridian he was a Financial Advisor with UBS Financial Services, Inc. in Lexington, KY.
Jeremy leads the McFarland Chase Group at Meridian Wealth Management, LLC. He uses his experience to help his clients navigate the complexities of the markets, create unique income and savings strategies, customized investment management and goals-based retirement planning.
Jeremy lives in Lexington Kentucky with his wife, Sarah, and their two daughters. He enjoys golfing, going to concerts, visits to the theatre, and of course, heading out to Keeneland in the spring and fall. Above all, he enjoys making memories with his wife and kids, Addie and Millie.
Lexington, KY: 859.543.4516
Tucson, AZ: 520.719.1433
The Villages, FL: 859.806.8368
Allen, TX: 214.644.2560
Upland, CA: 909.579.6470
Carmel, CA: 831.647.8445
Scottsdale, AZ: 520.719.1433
Mandeville, LA: 985.871.3656
Palm Beach Gardens, FL: 561.954.4767
Advisory services offered through Meridian Wealth Management, LLC, a Registered Investment Advisor. Top RIA Firm is awarded by Forbes.com (Awarded Oct 2024) Data Compliance by Shook Research LLC based on the time period from 3/31/23-3/31/24.
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