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Jami Ann Chapman

FLEXPATH STRATEGIES LLC·ALISO VIEJO, California
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120 VANTIS SUITE 480, ALISO VIEJO, CA 92656CRD# 4082795Firm CRD# 174306
01

About

Jami Ann Chapman is a registered financial advisor based in ALISO VIEJO, California, affiliated with FLEXPATH STRATEGIES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Fee-Only Advisory
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
FLEXPATH STRATEGIES LLC
FLEXPATH STRATEGIES
AUM
$66.0B
Regulatory assets under management
Employees
25
Total firm employees
View all advisors at FLEXPATH STRATEGIES LLC →
Services
Pension consulting
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4082795
Firm CRD# 174306
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jami Ann Chapman offer?
Jami Ann Chapman specializes in Retirement Planning, Fee-Only Advisory. Contact their office in ALISO VIEJO, California for a consultation.
What are Jami Ann Chapman's credentials?
Jami Ann Chapman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jami Ann Chapman located?
Jami Ann Chapman is based in ALISO VIEJO, California, working with FLEXPATH STRATEGIES LLC. Their office serves clients in the ALISO VIEJO metropolitan area and surrounding communities.
How does Jami Ann Chapman charge for services?
Jami Ann Chapman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FLEXPATH STRATEGIES LLC?
FLEXPATH STRATEGIES LLC has approximately 25 employees and manages $66.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ALISO VIEJO
Jeffrey Scott Elvander — FLEXPATH STRATEGIES LLCMonique (nmn) Schulman — FLEXPATH STRATEGIES LLCVincent Joseph Giovinazzo — FLEXPATH STRATEGIES LLCNicholas Dominic Dellavedova — FLEXPATH STRATEGIES LLCLawrence Val Stawiarski — ANCHOR CAPITAL MANAGEMENT GROUP, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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