Philip Mason Chapman

Advisor at Edward Jones — Murray, KY N 12th Street

Updated today

Credentials

Series 66

Experience

8 years

Location

Murray, KY 42071

Edward Jones logo

Edward Jones

Institution

Total advisors

24,095

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Philip Chapman is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to that, he was with Neel Enterprises Inc. Liquid Services for one year. Outside of his advisory role, Chapman serves as an adjunct professor at Liberty University School of Business, where he chairs doctoral dissertations on a part-time basis, and he owns a golf course/country club in Murray, KY. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

General retirement planning Wealth management

Occupation focus

Military & Veterans Doctor or Medical Professional Educators, Teachers, and Academics

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Fee options

Percentage

$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)

Other

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

See office

Murray, KY N 12th Street

305 N 12th Street Suite B

Murray KY 42071

Advisors at this office

1

Most active in

Kentucky · Texas

Work history

8 years of industry experience

Edward Jones

2018 - Present • 8 years

St Louis, MO

Neel Enterprises Inc. Liquid Services

2016 - 2017 • 1 year

Paducah, KY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Logan F

Series 65, Series 66

Murray, KY

Markowski Investments

Logan Foster is a financial advisor with Markowski Investments in Murray, KY, holding Series 65 and Series 66 licenses and two years of industry experience. Prior to joining Markowski Investments, he worked at Murray Wealth Management LLC and has also managed sales and marketing for Murray Sporting Goods. He is the sole owner of Murray Property Management LLC. Markowski Investments provides personal financial planning and discretionary portfolio management to a broad client base, including individuals, families, and charitable organizations, managing approximately $473.9 million in assets. The firm’s investment approach combines strategic asset allocation with tactical adjustments based on various analyses and offers comprehensive planning that covers tax, retirement, and estate considerations.

Active portfolio management Options & derivatives strategies Founder/Business Owner
user avatar

Diana T

Series 66

Murray, KY

Intercarolina Financial Services, Inc.

Diana Thomason is a Series 66-credentialed financial advisor with 20 years of industry experience. She has been with Intercarolina Financial Services, Inc. since 2010. Outside of her advisory role, she hosts a local radio breakfast show in Murray, KY. Intercarolina Financial Services, Inc. provides investment advisory and retirement plan consulting to individual clients, including high-net-worth individuals, as well as qualified retirement plans. The firm employs fundamental, technical, and cyclical analysis to create individualized investment policies and manages accounts on both discretionary and non-discretionary bases.

Retirement plans for business owners (SEP, solo 401k) Wealth management
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Lance C

Series 63, Series 65

Murray, KY

Markowski Investments

Lance Cherry is a financial advisor at Markowski Investments with 19 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at Truth of Investing and Caitlin John, LLC. Markowski Investments provides personal financial planning and discretionary portfolio management to individuals, families, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm manages approximately $474 million in client assets and employs a strategic investment approach combining asset allocation with tactical overlays, typically favoring long-term holdings.

Active portfolio management Options & derivatives strategies Founder/Business Owner
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Mark V

Series 63, Series 65

Murray, KY

Money Concepts Capital Corp

Mark Vinson is a financial advisor at Money Concepts Capital Corp with 32 years of industry experience. He has been with Money Concepts since 2004 and also holds a position at Heritage Bank. He holds Series 63 and Series 65 credentials. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and integrates fundamental and technical analysis with modern portfolio theory to manage assets for approximately 14,700 clients.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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Byron P

Series 63, Series 65

Murray, KY

Empower Advisory Group

Byron Peacher is a financial advisor with Empower Advisory Group in Murray, KY, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Co. Outside of his advisory role, he owns a rental property. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and annual rebalancing through a service integrated with Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Hearne H

Series 63, Series 66

Murray, KY

Robert Baird & Co.

Hearne Harralson is a financial advisor with Robert W. Baird & Company, Incorporated, holding Series 63 and Series 66 credentials and 23 years of industry experience. His career includes roles at First Southern National Bank, Caldwell County Schools, and Encompass Wealth Management. He also works as a contractor in supplemental insurance sales on a limited basis. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a range of services including financial planning, portfolio management, and custody and brokerage solutions, with notable capabilities in manager selection, tax management, and municipal advisory services.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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