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Jeffrey Scott Chatman

Dimensional Fund Advisors LP

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About Jeffrey Scott Chatman

Jeffrey Chatman is a registered investment advisor representative in Texas. Jeffrey has been in the industry since July 2022. Jeffrey is currently registered with Dimensional Fund Advisors LP and has 1 current registration with the firm. The firm has a branch office in Austin, Texas. Jeffrey has passed the Series 7, Series 66, and SIE exams. Jeffrey's other business activities include performing in improv comedy shows at a local theater. Jeffrey has a number of employment records including positions with Dimensional Fund Advisors, Decent Inc, RigUp (now Workrise), Texans for Rodney Anderson, Texas House of Representatives, K9s4Cops, Philmont Scout Ranch, and the Texas House of Representatives.

Firm Information

Jeffrey Chatman is currently registered with Dimensional Fund Advisors LP. Dimensional Fund Advisors LP is an investment advisor headquartered in Austin, TX. The firm manages approximately $749.62 billion in assets for a variety of clients, including investment companies, pooled investment vehicles, high-net-worth individuals, and pension and profit-sharing plans. The firm specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Dimensional Fund Advisors LP is registered with the SEC and has a total of 761 employees, including 245 investment adviser representatives and 516 registered representatives.
Dimensional Fund Advisors LP

6300 BEE CAVE ROAD

AUSTIN, TX 78746

$749.62B

Assets Under Management

1

Total Clients

217

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Jeffrey Chatman’s Registration & Firm History

TX

10/10/2022 - Present

Dimensional Fund Advisors LP (AUSTIN TX)

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Licenses & Designations

BOTH

Issued 10/07/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/18/2022

Series 7TO - General Securities Representative Examination

BC

Issued 05/13/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Scott Chatman.
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