Financial Advisors
Chapel Hill, NC
Johnaustin J Chapman is a CFP®, CPWA®, and CIMA® certified financial advisor at Edward Jones in Chapel Hill, specializing in wealth management for high-net-worth clients with $1,000,000+. He focuses on corporate executives, business owners, and entrepreneurs, offering services including employee stock options planning, wealth strategies, intergenerational planning, and inheritance guidance. Chapman brings advanced credentials and personalized financial planning to help clients build and preserve wealth across major life events.
Ideal for: Corporate executives with stock options, business owners and entrepreneurs, high-net-worth individuals, families planning intergenerational wealth transfer
Service area: Chapel Hill, North Carolina and surrounding areas
Advanced Certifications: Holds CFP®, CPWA® (Certified Private Wealth Advisor), and CIMA® (Certified Investment Management Analyst) credentials, indicating advanced expertise in managing substantial wealth and investment strategies.
Specialized in High-Net-Worth Planning: Works exclusively with clients managing $1,000,000+ and specializes in complex situations like employee stock options, intergenerational wealth transfer, and business owner financial strategies.
Comprehensive Wealth Services: Offers end-to-end financial planning including wealth strategies, inheritance guidance, and major life event planning through Edward Jones' full-service platform.
Address: 1526 E Franklin St Suite 104, Chapel Hill, NC 27514
Phone: (984) 313-9364
Website: edwardjones.com
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