Jonathan Chapman, financial advisor Centerville OH
90 score

Jonathan Chapman

CRD Number: 6009169
Current Firm: Axa Advisors, LLC

Jonathan Chapman (CRD# 6009169) is an Investment Advisor Representative working at Axa Advisors, LLC in Centerville, OH and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Axa Advisors LLC New York, NY Feb 2012 - Current 4
Houses 'r' Us, LLC Dayton, OH May 2003 - Current 13
Ge Capital Dayton, OH Jun 2010 - Jun 2011 1
Dpl Energy Dayton, OH May 2010 - Jun 2010 < 1
Mcgohan Brabender Dayton, OH Aug 2009 - Mar 2010 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2012
Contact Info for Jonathan D. Chapman
Phone Number: 212-314-4600
Firm Website: http://axa.us.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    9,867
    MILLIONS
  • Total Number of Accounts
    40,093
    ACCOUNTS
  • Average Account Value
    $246,096
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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