Martin & Associates Investment Advisory Services
45yrs
Top advisor by experience in Mandeville
New
Chase Appe is a fiduciary financial advisor in Mandeville, Louisiana, registered since Jan 2026. Chase has been with J.P. Morgan Securities since 2026. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 182 advisors with offices in Mandeville, and one of 152 fiduciaries.
At a glance
ExperienceNew to the profession (since Jan 2026)
How that compares ?New to the profession
Office3500 Hwy 190, Mandeville, LA 70471
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jan 2026 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Chase
3500 Hwy 190Mandeville, LA 70471Office · Get directions Firm main line(800) 999-2000Headquarters: J.P. Morgan Securities · New York, NY Firm websitewealthpartners.jpmorgan.com
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Questions to ask Chase
Tailored to Chase’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Chase
How do I contact Chase?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Chase Appe. Chase works from the Mandeville, LA office.
How long has Chase been a financial advisor?
Chase is new to the profession, registered since Jan 2026, and holds 1 license.
What licenses does Chase hold?
Series 66. Tap any license on this page to see what it allows.
Is Chase a fiduciary?
Chase is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Chase paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Chase 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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