For over two decades, Jonathan has helped clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Jon has dedicated his career to delivering the personalized investment planning services his clients deserve.

Jon began as a Financial Advisor at a major brokerage firm and joined Wachovia Securities, a predecessor of Wells Fargo Advisors, in 2008.  Bay Ridge Private Wealth Management Group of Wells Fargo Advisors is the latest iteration of the comprehensive, team-based approach to financial planning that Jon has practiced his entire career. With a commitment to continuing education in the many facets of wealth management and planning, Jon has earned the professional designations of Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®) and, most recently, Certified Private Wealth Advisor (CPWA®).  Jon has always been interested in people and learning their stories.  Finding creative solutions problems, feeds his desire to help people. 

Jon is driven by his passion to serve the community.  His current volunteer projects include serving on the boards of the Charlottesville Regional Chamber of Commerce, Charlottesville Economic Development Authority, and as Board President of Literacy Volunteers of Charlottesville/Albemarle, whose goal is to address the low literacy and under-education of adults in our region through free, individualized reading, writing and English language instruction.

Jon grew up in Central Virginia and received his Bachelor of Arts from Virginia Commonwealth University (VCU).  During his time at VCU, he met his wife, Chrissy.  The couple is proud of their two adult children, Taylor and Hannah, along with their niece, Jayden, whom they helped rear.  Now as recent empty-nesters, Jon and Chrissy continue to explore their passions of travel, reading, and hiking, while finishing active days with a nice glass of local beer or wine. 

 

As a Financial Advisor, Patrick is dedicated to helping clients meet their financial goals. Whether you are planning your retirement, saving for your children's or grandchildren's education, or looking to preserve your wealth, Patrick is eager to assist you in working towards those objectives. His mission is to help each one of his clients plan for a financial future in a way that best meets their needs.

Patrick graduated from the University of Vermont with a degree in Business Administration with a concentration in finance. Upon graduating, Patrick joined Northwestern Mutual, working through their rigorous training program to become a licensed life and health insurance agent.  Once involved in financial services, Patrick followed his love of investments which brought him down to Blacksburg, VA to join a wealth management firm.  In 2012, Patrick decided to join a wealth management team in Charlottesville and worked with them for three years.  Patrick was excited by the opportunity to join Jonathan Chasen, Private Wealth Financial Advisor, and his team at Wells Fargo Advisors in January of 2015.

Patrick's desire to learn more has led him to obtain several industry designations.  He started by earning the CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner designation in the summer of 2013. The CFP® certification identifies those individuals who have met experience standards, ethical requirements and completed a rigorous examination, as well as ongoing education requirements. He then obtained the Chartered Financial Analyst® designation in August of 2014. This designation reinforced Patrick’s fundamental knowledge of investment principles, economics, quantitative methods, corporate finance, portfolio management, and wealth planning. He is able to apply all these principles across all areas of the investment decision-making process. In 2020, Patrick was named a Premier Advisor, a distinction held by a select group of Financial Advisors within Wells Fargo Advisors measured by business production, completion of educational components and professionalism, and sometimes including additional criteria, like length of service. 

Patrick loves exploring the greater Charlottesville area. Along with his family, he frequently hikes local trails and visits the many wineries in the area. He enjoys running and has completed several marathons. Carpentry and gardening have become his passion, which is evident in the many projects he takes on at home. Lacrosse fuels his athletic side. Patrick has coached and enjoys playing in pickup leagues. He & his wife, Melissa, are most proud of their three boys, Keegan, Parker, and Lucas.