Who We Are

Jonathan Chapman, CFP®, CExP™ , Senior Wealth Advisor, Partner

Jonathan is Partner and Senior 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, insurance, tax 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. 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 during his tenure in the Marine Corps.

Jonathan is also a CERTIFIED FINANCIAL PLANNER™ and Exit Planning 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, two sons and daughter.

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™ certificant
Exit Planning Professionals™ certificant
National Association of Personal Financial Advisors (NAPFA)
Financial Planning Association (FPA)

Community

President and Board Member for Parks Youth Ranch
Board Member for Fort Bend Chamber of Commerce
Graduate of Leadership for Nonprofit Excellence, Class of 2018
Graduate of Fort Bend Chamber Leadership Forum, Class of 2017
United States Naval Academy Alumni Association – Gulf Coast Chapter
Coach for youth sports teams in Fort Bend County