John Chapman

John Chapman

Financial Advisor, specializing in RSUs, Stock Options, and Deferred Comp

Newport Beach, California, United States

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Work Experience

WorthPointe

Wealth Manager

2018-09-01 — Present

Fidelity Investments

Vice President Financial Consultant

2018-06-01 — 2018-09-01

Fidelity Investments

Financial Consultant

2013-07-01 — 2018-06-01

Fidelity Investments

Investments Representative

2012-09-01 — 2013-06-01

Merrill Lynch

Financial Advisor Global Wealth Management

2011-06-01 — 2012-05-01

Skills

wealth management trusts 401k pensions

Languages

English