Skip to content

John Chapel

Investment adviser representative at Columbia Management Investment Advisers, LLC
14 yearsExperience
1 stateRegistered in
$502.4BFirm assets
40 yearsFirm in business

Are you John Chapel? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

14 years in the industry.

  1. Columbia Management Investment Advisers, LLCAug 2022 to now
  2. Columbia Management Investment Distributors, Inc.Jun 2022 to now
  3. Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2021 to Jun 2022
  4. UnemployedMay 2021 to Jun 2021
  5. Whole FoodsOct 2020 to Apr 2021
  6. Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2020 to Aug 2020
  7. Providence CollegeAug 2017 to May 2021
  8. B-ez CleaningJun 2017 to Aug 2017
  9. The Hun SchoolJan 2012 to Jun 2017

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 1 state (MA).

Columbia Management Investment Advisers, LLC

$502.4BAssets managed
4,251Clients
201Advisers
40 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
7261349
Firm CRD
108257
Advisor's SEC record (opens in a new tab)
CallContact this firm