Jolyn Chappell, financial advisor Colorado Springs CO
96 score

Jolyn Chappell

CRD Number: 6293016
Current Firm: Transamerica Financial Advisors, Inc.
Compensation Model: Both
Jolyn Chappell (CRD# 6293016) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Colorado Springs, CO and has over 2 years of experience in the finance industry.
CONTACT
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Company Name Location Dates Years
Intervest International Equities Corp Colorado Springs, CO Nov 2015 - Current 1
Transamerica Financial Advisors, Inc. Hurricane, UT Jan 2014 - Current 2
World Financial Group, Inc. Hurricane, UT Aug 2013 - Current 3
Moonstone Investements LLC Centerfield, UT Jan 2008 - Current 8
South Sanpete School District Gunnison, UT Aug 2002 - Nov 2014 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2014
S65 NASAA Investment Advisors Law Examination Oct 2014
Contact Info for Jolyn Chappell
Phone Number: (435) 201-9977
Registered State(s):
  • UT
  • CA
  • CO
  • ID
  • AZ
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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
96
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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