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Hannah Rose Chapman

Hannah R. Chapman

JUNCTURE WEALTH STRATEGIES
SCOTTSDALE, AZ 85258
Some features on this profile are disabled
CRD#: 5412965
Hannah Rose Chapman

Professional summary

Hannah Rose Chapman, CFP®, who also goes by Hannah Rose Collinsworth, is a registered financial advisor currently at JUNCTURE WEALTH STRATEGIES, LLC located in Scottsdale, Arizona.

Hannah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Hannah has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Hannah Rose Collinsworth

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Outside Employment; Butler Philharmonic Orchestra; Second Flute (substitute); Hamilton OH 45011; Not Investment Related; Aug 2019; 0-9 hours per month; 0 during trading hours. Fiduciary Activities; Named or act in a fiduciary capacity; such as attorney-in-fact, trustee, conservator, guardian, executor or personal representative. Outside Employment: X2 Wealth Planning; Investment Related: Yes (dba) - marketing name for practice as an IAR at JWS; Position/relationship: 100% Owner; Jan 2021; 160 hours per month; 160 hours per month during trading hours; Duties: X2 Wealth Planning ("X-Squared") has been recently established as the marketing name under which duties are exercised as an investment advisor representative at JWS. Outside Employment: Expansive CEO, LLC; Investment Related: No - coaching and management skills to company executives; position/relationship: 100% owner; Aug 2022; 40 hours per month; 40 hours per month during trading hours; Duties: teaching/coaching to entrepreneurial executive leadership on business strategy, leadership issues, and organizational operations.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hannah Rose Chapman's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2021

Experience

Current

January 29, 2021 - Present

JUNCTURE WEALTH STRATEGIES, LLC

Office #1: 8777 E Via De Ventura Suite 120, Scottsdale, AZ 85258
RIA
CRD#: 298110
SCOTTSDALE, AZ
Past

January 23, 2018 - February 2, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
CINCINNATI, OH
Past

November 9, 2017 - February 2, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
CINCINNATI, OH
Past

October 4, 2007 - December 31, 2012

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
CINCINNATI, OH
Past

October 1, 2007 - January 29, 2013

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
CINCINNATI, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
JW
JUNCTURE WEALTH STRATEGIES, LLC
JUNCTURE WEALTH STRATEGIES, LLC

CRD#: 298110 / SEC#: 801-113927

RIA
Registered Investment Advisory firm - (9/14/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Arizona
(2/8/2021)
IAR
Kentucky
(2/1/2021)
IAR
Ohio
(1/29/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/21/2017
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/9/2017
General Securities Representative Examination

Current Firm

JW
JUNCTURE WEALTH STRATEGIES, LLC
JUNCTURE WEALTH STRATEGIES, LLC

CRD#: 298110 / SEC#: 801-113927

RIA
Registered Investment Advisory firm - (9/14/2018 Approved)
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Contact information

Main Address
8777 E. Via De Ventura Suite 120, Scottsdale, AZ 85258
Mailing Address
Phone number
(480) 253-4100
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

JWS ADV PART 2A (3/26/2025)

Regulatory assets under management

Total Number of Accounts1,049
AUM (Assets Under Management)$ 409,617,995

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

JUNCTURE WEALTH STRATEGIES, LLC

CRD#: 298110Scottsdale, AZ 85258

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