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Joel Friedman

Chief Financial Officer at Chevy Chase Trust

Officer record from the firm’s Form ADVForm ADV filed 31 March 2026

Joel Friedman is Chief Financial Officer of Chevy Chase Trust Company, a Bethesda investment adviser.

Role at Chevy Chase Trust

Title on Schedule A
Chief Financial Officer
Control
Joel Friedman is a control person of Chevy Chase Trust.
Ownership
An individual ownership band is not available in the source record.
Tenure
Joel Friedman has held the filed role since March 2010.

The firm

Chevy Chase Trust Company
Bethesda, MD

Form ADV filed 31 March 2026

$44.9B AUM1,245 clients42 advisers2 offices

Career on record

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Joel Friedman is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Joel Friedman
CRD
5907347
Firm
Chevy Chase Trust Company
Record basis
Form ADV officer listing
Firm bio
chevychasetrust.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Chevy Chase Trust lists Joel Friedman as Chief Financial Officer. Official Chevy Chase Trust people page

Common questions

Where does Joel Friedman work?

Joel Friedman has been Chief Financial Officer of Chevy Chase Trust Company since March 2010, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 31 March 2026

Leadership at Chevy Chase Trust

Sources

  1. IAPD individual lookup, CRD 5907347. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Chevy Chase Trust Company, filed 31 March 2026. Title, control and ownership bands.
  3. Chevy Chase Trust team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Joel Friedman or Chevy Chase Trust Company and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.