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J.r. Chappell Location
Phoenix, AZ, US
J.r. Chappell Work
2026 -now Investment Adviser Representative @
2015 -2026 Director of Retirement Planning @
2008 -2015 Licensed Personal Banker @
J.r. Chappell Education
Indiana University Bloomington
Bachelor’s Degree (History, minor Spanish)
2000-2004
Columbus North High School
HS Diploma
1996-2000
J.r. Chappell Skills
Retirement Plan Consulting
Qualified Retirement Plans
Personal Financial Planning
Employee Benefits Design
Retirement Planning
Investment Strategies
Financial Analysis
Research
Finance
J.r. Chappell Summary
J.r. Chappell, based in Phoenix, AZ, US, is currently a Investment Adviser Representative at Totus Wealth Management. J.r. Chappell brings experience from previous roles at Ensign Partners and Wells Fargo. J.r. Chappell holds a 2000 - 2004 Bachelor’s Degree in History, minor Spanish @ Indiana University Bloomington. With a robust skill set that includes Retirement Plan Consulting, Qualified Retirement Plans, Personal Financial Planning, Employee Benefits Design, Retirement Planning and more. J.r. Chappell has 1 emails on RocketReach.
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