Jonathan Chapman
WJ Interests · Sugar Land, Texas
Jonathan Chapman is a fee-only financial advisor at WJ Interests in Sugar Land, Texas, who holds the CFP credential. WJ Interests reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | WJ Interests |
|---|---|
| Based in | Sugar Land, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $633.5M across 828 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 5957550 |
| Exams passed | Series 63 (2011) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.wjwealth.com |
How Jonathan's firm compares
- WJ Interests's average account is about $765,000, from its Form ADV (assets managed divided by 828 accounts).
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Questions about Jonathan
Is Jonathan Chapman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and WJ Interests reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jonathan charge for financial advice?
Jonathan's firm, WJ Interests, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jonathan Chapman based?
Jonathan Chapman is based in Sugar Land, Texas.
What credentials does Jonathan Chapman hold?
Jonathan Chapman holds the CFP credential.
Is Jonathan Chapman registered with the SEC?
Yes. Jonathan Chapman is registered as an investment adviser representative in TX (CRD 5957550), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does WJ Interests manage?
WJ Interests reports $633.5M across 828 accounts in assets under management.
How do I contact Jonathan Chapman?
Through Jonathan's website, www.wjwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Sugar Land
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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