Jonathan Chapman
Investment adviser representative at Wj Interests, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$633.5MFirm assets
Are you Jonathan Chapman? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Wj Interests, LLCJul 2016 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 1 state (TX).
Wj Interests, LLC
$633.5MAssets managed
254Clients
7Advisers
23 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
- 5957550
- Firm CRD
- 114381