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Jonathan Chapman

WJ INTERESTS, LLC·SUGAR LAND, Texas
SIE, Series 7, Series 63CFPClean record9 years registeredWJ INTERESTS, LLC
2333 TOWN CENTER DRIVE, SUGAR LAND, TX 77478-4175CRD# 5957550Firm CRD# 114381

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Chapman · SUGAR LAND, TX
Registration
CRD #5957550 · WJ INTERESTS, LLC · 9 years registered
Brand Profile
Not yet started
01

Career History

WJ INTERESTS, LLC
Jan 2017 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Registration record
First registered · January 3, 2017
Years registered · 9
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WJ INTERESTS, LLC
CRD 114381 · SEC 801-61853
AUM
$484M
Regulatory assets under management
Employees
9
810 client accounts
Services offered by WJ INTERESTS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WJ INTERESTS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Jonathan Chapman offer?
Jonathan Chapman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SUGAR LAND, Texas for a consultation.
What are Jonathan Chapman's credentials?
Jonathan Chapman holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Jonathan Chapman located?
Jonathan Chapman is based in SUGAR LAND, Texas, working with WJ INTERESTS, LLC. Their office serves clients in the SUGAR LAND metropolitan area and surrounding communities.
How does Jonathan Chapman charge for services?
Jonathan Chapman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WJ INTERESTS, LLC?
WJ INTERESTS, LLC has approximately 9 employees and manages $484M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WJ INTERESTS, LLC

Jared William Jameson
SUGAR LAND, TX
William Orsen Jameson
SUGAR LAND, TX

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