J.P. Morgan Securities
47yrs
Top advisor by experience at J.P. Morgan Securities
20yrs
Based in San Francisco, California, Chad Rishel is a fiduciary financial advisor with 20 years of industry experience. Chad joined Farther in 2024, after five years at United Capital Financial Advisors and four years at Advice and Planning Services. Chad holds the CFP® designation.
One of 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 63% of advisors in San Francisco
Office345 California Street Suite 600, San Francisco, CA 94104
FirmFarther
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$972,193
Advisors at the firm316
States licensed ?1 state
Services through Farther
Financial planningInvestment management for individuals and small businessesRetirement plan consultingNewsletters and publications
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowFartherCurrent firm
- 2018 – 2023United Capital Financial AdvisorsPreviously
- 2014 – 2018
- 2007 – 2014TD Ameritrade, Inc.Previously
- 2007 – 2014TD Ameritrade Investment Management, LLCPreviously
- Aug 2006 – Jan 2007Morgan Stanley DW Inc.Previously
Questions to ask Chad
Tailored to Chad’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Chad
How do I contact Chad?
Call Farther at (628) 246-8004 and ask for Chad Rishel. Chad works from the San Francisco, CA office.
How long has Chad been a financial advisor?
Chad has been in the industry since 2006, about 20 years. More experience than 63% of advisors in San Francisco.
What licenses does Chad hold?
Series 66. Tap any license on this page to see what it allows.
Is Chad a fiduciary?
Chad is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Chad paid?
Farther reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Chad for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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