Jonathan Chapman
WJ INTERESTS
SUGAR LAND, TX 77478-4175
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CRD#: 5957550
Professional summary
Jonathan Chapman, CFP®, who also goes by Johnathan Chapman, is a registered financial advisor currently at WJ INTERESTS, LLC located in Sugar Land, Texas.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jonathan has worked at 2 firms and has passed the Series 63, SIE and Series 7 exams.
Biography
Jonathan is a CERTIFIED FINANCIAL PLANNER™ professional. He earned a Bachelor of Science in Ocean Engineering from the United States Naval Academy and a Master of Business Administration with a concentration in Finance from the University of Texas at Austin.
Prior to joining the WJ Team, Jonathan served as a Banker and Investment Specialist for the J.P. Morgan Private Bank in Houston and as an Investment Analyst intern at Teacher Retirement System of Texas in Austin. Previously, he served as an Officer in the United States Marine Corps on assignments in Iraq, Australia and Hawaii with an infantry battalion and regiment. He attained the rank of Captain during his final assignment in Quantico, VA, where he served as the Adjutant for the Air Facility in support of the President’s Helicopter Squadron. He was awarded two Navy and Marine Corps Commendation Medals for meritorious service.
Jonathan is married with three children (two boys and a girl) and enjoys playing sports with them as well as coaching their baseball and basketball teams.
Question & Answer
What are your service offerings?
Estate Planning
Employee and Employer Plan Ben...
Business Succession Planning
Retirement Planning
Comprehensive Financial Planni...
Investment Planning
Tax Planning
Insurance Planning
Do you have an area of expertise or specialization?
Business Owners
College/Education Planning
Corporate Executives
Estate & Generational Planning...
Investment Advice with Ongoing...
Retirement Planning & Distribu...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Johnathan Chapman
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Chapman's 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®
Start date: 2014
Experience
Current
January 3, 2017 - Present
WJ INTERESTS, LLC
Office #1: 2333 Town Center Drive Suite 100, Sugar Land, TX 77478-4175RIA
CRD#: 114381
SUGAR LAND, TX
Past
September 9, 2011 - July 6, 2016
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
HOUSTON, TX
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".
WJ INTERESTS, LLC
WJ INTERESTS, LLC
CRD#: 114381 / SEC#: 801-61853
RIA
Registered Investment Advisory firm - (2/28/2003 Approved)Texas
Registered Investment Advisory firm - (2/24/2003 Terminated)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
Texas(1/3/2017)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
WJ INTERESTS, LLC
WJ INTERESTS, LLC
CRD#: 114381 / SEC#: 801-61853
RIA
Registered Investment Advisory firm - (2/28/2003 Approved)Texas
Registered Investment Advisory firm - (2/24/2003 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2333 Town Center Drive Suite 100, Sugar Land, TX 77478-4175
Mailing Address
Phone number
(281) 634-9400
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (1 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 819 |
| AUM (Assets Under Management) | $ 553,000,000 |
Red Flags
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