Chapel Hill, NC 1526 East Franklin Street Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,118 advisors across 14,150 offices

Location

1526 East Franklin Street, Suite 104

Chapel Hill NC 27514

Advisors at this office

2

Advisors at this office

Johnaustin C

CFP®, Series 66

Chapel Hill, NC

Edward Jones

Johnaustin Chapman is a CFP®-certified financial advisor with Edward Jones in Chapel Hill, NC, where he has worked since 2013. He has 12 years of industry experience and is a founding partner of Chapman & One, a market research firm that provides insights on competition, pricing, and opportunities for start-up clients. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of advisors.

Equity Recipients (RS/RSU, SOP, ESPP) Business ownership considerations Inheritance planning Wealth management Founder/Business Owner Executive Intergenerational Families
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Teresa T

Series 66

Chapel Hill, NC

Edward Jones

Teresa Travis is a financial advisor with Edward Jones, holding a Series 66 designation and bringing 11 years of industry experience. She has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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