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Jack Rhys Chapman

Evercore Group LLC

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About Jack Rhys Chapman

Jack Rhys Chapman is a financial professional with over six years of experience in the financial services industry. Jack is currently registered with Evercore Group LLC. Prior to joining Evercore Group LLC, Jack worked at Guggenheim Securities, LLC. Jack is licensed to provide investment advice in 37 states and holds the Series 79 and SIE licenses. Jack's primary areas of expertise include Investment Banking.

Firm Information

Jack Chapman is currently registered with Evercore Group LLC. Evercore Group LLC is a Limited Liability Company formed in April 2006. The firm is registered with the SEC and in 37 states.

Not reported

Assets Under Management

Not reported

Total Clients

805

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Jack Chapman’s Registration & Firm History

NY

07/13/2022 - Present

Evercore Group LLC (NEW YORK NY)

NY

08/02/2016 - 07/13/2022

GUGGENHEIM SECURITIES, LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/08/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/01/2016

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jack Rhys Chapman.
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