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Senior Wealth Advisor · WJ Interests, LLC

Jonathan Chapman

CRD 5957550 · Named on Form ADV at one SEC-registered adviser

At a glance

WJ Interests, LLC, an SEC-registered wealth manager based in Sugar Land, TX with $634 million in regulatory assets, lists Jonathan Chapman on its Form ADV as Senior Wealth Advisor.

Firms and roles

  • WJ Interests, LLCSenior Wealth AdvisorWealth manager · Sugar Land, TX · $634M in regulatory assets

AtlasMembers

Jonathan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jonathan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.