TrueAdvisor
TrueAdvisor
JC
CFP
JC
CFP

John Howes Chapman

Worthpointe
14 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Worthpointe
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
509 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$885.6M

Fee Structure

Minimum Investment:$500K

Location

Ramona, CA

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Worthpointe
September 2018 - Present · 7 yrs 5 mos
Previous Registrations
Constitution Wealth LLC
December 2021 - December 2024 · 3 yrs
Fidelity Personal and Workplace Advisors
July 2018 - September 2018 · 2 mos
Strategic Advisers LLC
October 2012 - July 2018 · 5 yrs 9 mos
Fidelity Brokerage Services LLCBroker
June 2012 - September 2018 · 6 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2011 - March 2012 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2011 - March 2012 · 6 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.