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About this Advisor
Richard Chapin is an investment advisor whose office is in Tempe, Arizona. Currently a registered advisor at Edward Jones, Chapin has 12 years of work experience as a financial advisor. Chapin holds a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Chapin can work with customers based out of Arizona. Chapin has worked their career at Edward Jones. Edward Jones is headquartered in Tempe, Arizona, and operates out of 13,586 offices in the nation. Overall, Edward Jones oversees $329 billion in assets covering 3,047,151 accounts and retains more than 23,408 people. The firm's total assets under management makes it one of the largest firms in the country. The firm manages 996,779 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 9% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Edward Jones offers portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based and other fees.
Certifications and Registrations
Years of Experience
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Edward Jones Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Richard Chapin Work History
Richard has 13 years of experience.
Richard Chapin has no disclosures.
Please visit their SEC profile for more details.
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