Jonathan Chapman Email & Phone Number
Senior Wealth Advisor, Partner @ WJ Interests, LLC
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Jonathan Chapman Location
- Sugar Land, TX, US
Jonathan Chapman Work
- Senior Wealth Advisor, Partner @ (January 2022 - Present)
- Wealth Advisor @ (July 2016 - January 2022)
- Vice President @ (July 2011 - July 2016)
- Investment Analyst Intern @ (June 2010 - August 2010)
- Captain @ (May 2003 - June 2009)
Jonathan Chapman Education
- Texas McCombs School of Business
MBA (Finance)
2009-2011 - United States Naval Academy
BS (Ocean Engineering)
1999-2003
Jonathan Chapman Skills
- Estate Planning
- Financial Modeling
- Private Equity
- Corporate Finance
- Investment Management
- Investments
- Research
- Military
- Due Diligence
- Customer Service
- Portfolio Management
- Strategic Planning
- Financial Advisory
- Risk Management
- Financial Analysis
- Banking
- Finance
- Business Analysis
- Valuation
Jonathan Chapman Summary
- Jonathan Chapman, based in Sugar Land, TX, US, is currently a Senior Wealth Advisor, Partner at WJ Interests, LLC. Jonathan Chapman brings experience from previous roles at WJ Interests, LLC, J.P. Morgan Private Bank, Teacher Retirement System of Texas and US Marine Corps. Jonathan Chapman holds a 2009 - 2011 MBA in Finance @ Texas McCombs School of Business. With a robust skill set that includes Estate Planning, Financial Modeling, Private Equity, Corporate Finance, Investment Management and more. Jonathan Chapman has 2 emails and 1 mobile phone numbers on RocketReach.
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Top WJ Interests, LLC Employees
William Jameson
Owner and President
Sugar Land, TX, US
Jonathan Chapman
Senior Wealth Advisor, Partner
Sugar Land, TX, US
Alisha Weaver
Manager of Financial Planning
Sugar Land, TX, US
Jared Jameson
CEO, Partner
Sugar Land, TX, US
Ashley Cornner-Patel
Client Services Manager
Sugar Land, TX, US
Nick McGuire
Wealth Advisor
Sugar Land, TX, US
Brandon Arns
Portfolio Manager
Sugar Land, TX, US
Mateo Salmeron
Associate Financial Planner
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Financial Planning Analyst
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