J. R. Chappell

Investment Adviser Representative

Role
Investment Adviser Representative at Totus Wealth Management
Location
Phoenix, AZ, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About J. R. Chappell

My team focuses on group retirement and executive benefits, as well private wealth and risk management. I provide quality financial solutions and services to clients seeking professional advice and value relationships based on trust and integrity. Bilingual English & SpanishServing Arizona & multiple other states

Experience

  1. Investment Adviser Representative

    Totus Wealth Management

    Feb 2026 — Present · Glendale, AZ, US

Education

  • Indiana University Bloomington

    Bachelor’s Degree, History, minor Spanish

    2000 — 2004

  • Columbus North High School

    HS Diploma

    1996 — 2000

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J. R. Chappell — Investment Adviser Representative at Totus Wealth Management in Phoenix, AZ, US | Unifers