Edward Jones - Financial Advisor: Johnaustin J Chapman, CFP®|CPWA®|CIMA®
Why pick this one
Johnaustin J Chapman serves clients with $1,000,000 plus and holds CFP®, CPWA®, and CIMA® certifications.
Best for
- corporate executives
- employee stock option planning
- intergenerational wealth planning
- inheritance guidance
- entrepreneurs and business owners
- clients planning to invest $1,000,000 or more
Look elsewhere if
- clients planning to invest less than $1,000,000
Specialties
- corporate executive financial planning
- employee stock option planning
- wealth strategies
- intergenerational planning
- inheritance guidance
- entrepreneur and business owner financial planning
Certifications
- CERTIFIED FINANCIAL PLANNER®
- Certified Private Wealth Advisor®
- Certified Investment Management Analyst®
What makes them different
- Serves clients with $1,000,000 plus
- Johnaustin J Chapman holds CFP®, CPWA®, and CIMA® certifications
- Focus areas include corporate executives and employee stock options
- Focus areas include intergenerational planning and inheritance guidance
- Office team includes a Registered Branch Associate and a Sr. Branch Office Administrator
Distilled from this business's own website.
Contact & Location
- Address
- 1526 East Franklin Street, Suite 104, Chapel Hill, NC 27514
- Phone
- 9843139364
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- johnaustin.chapman@edwardjones.com
Services
- financial advisory
- wealth management
- investment management
- financial strategy reviews
- account opening
- major financial event guidance