Raymond James has added financial advisor Nathan Chapman to its employee advisor division, Raymond James & Associates (RJA), strengthening the firm’s presence in Texas.
Chapman joins from Truist Investment Services, where he managed approximately $227 million in client assets. Based in Dallas, he operates as Chapman Private Wealth and provides financial planning and wealth management guidance to business owners, families, individuals, retirees and clients experiencing sudden wealth.
Chapman brings more than 25 years of experience in the financial services industry. Before joining Raymond James, he spent six years at Truist Investment Services.
He is joined by senior registered client service associate Bryce Jefferson as part of the Dallas-based practice.
Chapman holds a bachelor’s degree in finance and entrepreneurship from Baylor University and an MBA from Southern Methodist University. He also holds the Certified Exit Planning Advisor designation.
Raymond James & Associates is the firm’s employee advisor channel and a subsidiary of Raymond James Financial, which reported approximately $1.80 trillion in total client assets as of January 31, 2026.
KEY QUOTE:
“Raymond James is a firm that keeps the advisor-client relationship at its center. The firm’s pairing of private wealth capabilities for high-net-worth clients with insightful investment research and resources strengthens the comprehensive guidance our clients expect us to deliver.”
Nathan Chapman, Financial Advisor, Raymond James & Associates
