Chase Jeremy Vuicich

Advisor at Edward Jones — Lovington, NM

Updated today

Credentials

Series 66

Experience

7 years

Location

Lovington, NM 88260

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Chase Vuicich is a financial advisor with Edward Jones in Lovington, New Mexico, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and previously owned and operated Cotton Country Cafe for ten years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary strategies under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Wealth management

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Lovington, NM

111 South Main

Lovington NM 88260

Advisors at this office

1

Most active in

New Mexico · Texas

Work history

7 years of industry experience

Edward Jones

2019 - Present • 7 years

St Louis, MO

Cotton Country Cafe (Self Employed)

2009 - 2019 • 10 years

Seagraves, TX

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

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