Josef Chiapelli
Josef Chiapelli is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bethalto, IL, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
300 S. Prairie Street, Bethalto, IL, 62010
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Josef sells fixed insurance under KCH Financial since 2016, dedicating minimal time to this activity. This activity is investment-related.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 states
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