John Howes Chapman
Investment adviser representative at Worthpointe
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- WorthpointeSep 2018 to now
- Constitution Wealth LLCNov 2021 to Dec 2024
- Fidelity Personal and Workplace AdvisorsJul 2018 to Sep 2018
- Strategic Advisers LLCOct 2012 to Jul 2018
- Fidelity Brokerage Services LLCMay 2012 to Sep 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Worthpointe
Legal name: Worthpointe, LLC
$1.1BAssets managed
626Clients
7Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5814089
- Firm CRD
- 143996