Alyssa Chapman
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Winamac, IN 46996
Credentials
Series 66
Industry experience
3 years
About
Alyssa Chapman is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and previously worked at Alliance Bank and BraunAbility. Outside of financial advising, she is an independent beauty consultant for Mary Kay, selling skin care and cosmetics. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies and is noted for its extensive national network of advisors and branch offices.
Client services
Based on Edward Jones
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement income strategy
General retirement planning
Retirement plans for business owners (SEP, solo 401k)
Wealth management
Fee options
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Location
577 N Us #35
Winamac, IN 46996
Most active in
Alyssa C has reported serving >5 clients in these states in the last 12 months.
Indiana · Texas
Work history
Edward Jones
2022 - Present (4 years)
Alliance Bank
2018 - 2022 (4 years)
BraunAbility
2012 - 2018 (6 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Jon C
Series 63, Series 66
Winamac, IN
Edward Jones
Jon Chapman is a financial advisor with Edward Jones in Winamac, Indiana, holding Series 63 and Series 66 designations and with 32 years of industry experience. He has been with Edward Jones since 1995. Outside of his advisory role, he operates Backyard Nature Specialist Inc., a retail business focused on selling birdhouses and bird feeders and offering nature tours. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors.
Ashleigh H
Series 66
Winamac, IN
Edward Jones
Ashleigh Hoover is a financial advisor at Edward Jones in Winamac, Indiana, with one year of industry experience. Prior to her current role, she worked at Edward Jones from 2019 to 2024 and has experience at Leeman Law Office and Maurices/Ascena Retail. She holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.
Matthew B
Series 66
Kewanna, IN
LPL Financial
Matthew Berry is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 20 years of industry experience. Prior to joining LPL Financial in 2020, he worked at H.D. Vest Advisory Services and H.D. Vest Investment Services from 2010 to 2020. Outside of his advisory role, Berry owns and operates several local businesses, including an excavating company and a land consulting firm, and he also serves as a notary. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates various delivery models tailored to client needs.
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