Who We Are

Jonathan Chapman, CFP® , Wealth Advisor

Jonathan Chapman, CFP and Wealth Advisor at WJ Interests

Jonathan is a Wealth Advisor with WJ Interests. In this capacity, he provides wealth management and financial planning services to clients in order to help them plan for their financial future. He advises clients on many aspects of financial planning including retirement, education, estate, and investment planning.

Prior to joining the WJ Team, Jonathan served as a Banker and Investment Specialist for the J.P. Morgan Private Bank in Houston and as an Investment Analyst intern at Teacher Retirement System of Texas in Austin. Previously, he served as an Officer in the United States Marine Corps on assignments in Iraq, Australia and Hawaii with an infantry battalion and regiment. He attained the rank of Captain during his final assignment in Quantico, VA, where he served as the Adjutant for the Air Facility in support of the President’s Helicopter Squadron. He was awarded two Navy and Marine Corps Commendation Medals for meritorious service.

Jonathan is also a CERTIFIED FINANCIAL PLANNER™ professional. He earned a Bachelor of Science in Ocean Engineering from the United States Naval Academy and a Master of Business Administration with a concentration in Finance from the University of Texas at Austin.

Jonathan lives in Sugar Land with his wife and three children (two boys and a girl) and enjoys playing sports with them as well as coaching their baseball, flag football, and basketball teams.

Q: What accomplishment are you most proud of?
A: Family and earning the title of United States Marine.


Q: What are three words people use to describe you?
A: Driven. Genuine. Disciplined.


Q: When you are not working, what do you care about the most?
A: Spending time with family, but my wife would say coaching baseball.


Q: What makes WJ unique?
A: WJ’s fee-only advice provides an unbiased approach to serving our clients’ best interests.


Q: Why are you working in financial services?
A: I am passionate about helping others plan for and achieve their financial goals and dreams.

Professional


Master of Business Administration, The University of Texas at Austin
Certified Financial Planner (CFP)
National Association of Personal Financial Advisors (NAPFA)
Financial Planning Association (FPA)
FIVE STAR Wealth Manager Award 2017

Community


Member of Fort Bend Chamber Leadership Forum, Class of 2017
United States Naval Academy Alumni Association – Gulf Coast Chapter
Manager and Coach for youth baseball and basketball teams in Fort Bend County
Member of West Sugar Land Little League – Past Board Member
Member of Junior Achievement – Past Teacher and Mentor