Philip Chapman

Advisor at Edward Jones

Updated today

Location

Murray, KY 42071

Credentials

Series 66

Industry experience

8 years

About

Philip Chapman is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at Neel Enterprises Inc. Liquid Services. Outside of his advisory role, he serves as an adjunct professor for Liberty University, chairing doctoral dissertations for the School of Business on a part-time basis. Edward Jones is a full-service wealth management firm that serves individual and institutional clients across a wide range of asset sizes. The firm manages approximately $1.01 trillion in assets through a broad network of advisors and branch offices, offering discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products.

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

305 N 12 Th Street Suite B

Murray, KY 42071

Most active in

Kentucky · Texas

Work history

Edward Jones

2018 - Present (8 years)

Neel Enterprises Inc. Liquid Services

2016 - 2017 (1 year)

Disclosures

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

Business activities & affiliations

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Logan F

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Murray, KY

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

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Murray, KY

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