Chapman Capital Advisors team members have the CFP®, CFA® charter, AIF®, and CTFA designations. These qualifications refer to four specialties within wealth management: financial planning, security analysis, investment fiduciaries, and trust administration. It is uncommon to find all four specialties available within the same firm.
- The CFP® designation is the most recognized credential in comprehensive financial planning.
- CFA® charterholders are qualified securities analysts who are trained to construct investment portfolios. A CFA’s skill set reduces the need to outsource portfolio management to higher fee, actively-managed mutual funds.
- CTFA holders are expertly trained in trust and estate administration for private clients.
- AIF® holders help 401(k) and 403(b) plan trustees implement policies, procedures, and best practices that can enhance returns.
For clients of Chapman Capital Advisors, the in-house expertise of CFP®, CFA®, AIF®, and CTFA specialists is a key competitive advantage.
Jay Chapman | CFP®
Founding Partner, Chapman Capital Advisors
Jay Chapman, CFP, is founder of Chapman Capital Advisors, as a member of the advisory team. He has over 20 years of experience in the Financial Services industry. After working for various firms throughout his career, he founded Chapman Capital Advisors, LLC so that he can have full control over how he services his clients and have the opportunity to offer unbiased investment advice and act as a true fiduciary. Jay has a wide range of knowledge that he has developed over his career through hands on experience as well as continued education. Jay works daily with his clients to develop and maintain their investment and financial planning strategy. He believes that communication with clients is the key to financial success, and he tries to educate as well as enforce a disciplined approach on a daily basis.
Jay graduated from Stetson University with a Bachelor of Arts degree in Political Science and a minor in Business Law. He currently holds a series 7, 8, 24, 52, 63, and 65 licenses as well Health, Life, and Variable Annuity Insurance licenses. Jay also is a Certified Financial Planner™ and is recognized by the Certified Financial Planner Board of Standards. The CFP® certification identifies true professionals in one of the fastest growing industries.
He is local to Stuart and a graduate of Martin County High School. Jay is very involved in the community. Currently, Jay serves as the President of the Board for the Children’s Emergency Resources, and continues to help raise money for local events to help individuals in Martin County who have been subjected to personal tragedy.