NC
NC

Nathan Chapman

14 Years of Experience
Dallas, TX
Broker

Nathan Chapman is a registered investment advisor at Raymond James & Associates, INC., based in Dallas, TX, with 14 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

200 Crescent Court, Suite 500, Dallas, TX, 75201

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Raymond James & Associates, INC.Broker
January 2026 - Present · 4 mos
Raymond James & Associates, INC.
January 2026 - Present · 4 mos
Previous Registrations
Truist Advisory Services, INC.
February 2019 - December 2025 · 6 yrs 10 mos
Truist Investment Services, INC.Broker
January 2019 - December 2025 · 6 yrs 11 mos
J.P. Morgan Securities LLCBroker
April 2013 - January 2019 · 5 yrs 9 mos
Alliancebernstein L.P.
October 2011 - February 2013 · 1 yr 4 mos
Sanford C. Bernstein & CO., LLCBroker
September 2011 - February 2013 · 1 yr 5 mos
State Registrations2 states
NYTX
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.