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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Chapman is a financial advisor with Edward Jones. He has over 28 years of experience in the financial services industry. Jon is a Registered Representative and Investment Advisor Representative. Jon's firm manages over $824 billion in assets. Jon specializes in providing financial advice to individuals, families, and businesses. Jon has served clients in Indiana and Texas, and specializes in Retirement Planning, College Savings Planning, Insurance Planning, Estate Planning and Business Succession Planning. He is also licensed to sell securities and provide investment advice in a number of states.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
IN
03/09/2015 - Present
Edward Jones (WINAMAC IN)
OH
03/03/1995 - 06/30/1995
KEY INVESTMENTS INC. (CLEVELAND OH)
NA
03/15/1994 - 03/03/1995
SOCIETY INVESTMENTS, INC.
BOTH
Issued 01/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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