Raymond James welcomes experienced father-son advisor team managing $170 million
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors Alan Chase, CLU®, ChFC®, AIF®, and Ian Chase, CFP®, to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Kirk Bell, Central division director for RJFS.
The advisors arrive from Commonwealth Financial Network, where they managed approximately $170 million in client assets. As Ingenuity Financial Services, based in San Antonio, Texas, they provide holistic financial planning and financial guidance to a variety of clients specializing in business owners, families, individuals and those in or nearing retirement.
“We wanted a home that respects lasting client relationships and provides modern tools to guide the families we serve,” said Alan. “At Raymond James, we can pair independence with innovative technology tools that turns complex topics into clear choices.”
Alan has more than 40 years of financial services industry experience and affiliated with Commonwealth Financial Network in 2023. His professional experience is backed by the Chartered Life Underwriter®, Chartered Financial Consultant® and Accredited Investment Fiduciary® designations.
Ian, son to Alan, is a CERTIFIED FINANCIAL PLANNER® professional who has 13 years of financial services industry experience. He earned his bachelor’s degree in history and political science from Texas State University.
About Raymond James Financial Services
Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC, is a financial services firm supporting independent financial advisors nationwide. Since 1974, RJFS provides a wide range of investment and wealth planning-related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both firms are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), one of the nation’s premier diversified financial services companies with financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.65 trillion as of July 31, 2025. Additional information is available at raymondjames.com.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Ingenuity Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.