J.R. Chappell is an Investment Adviser Representative who joined the firm in 2015. J.R. is committed to building long-term relationships with his clients and helping them reach their financial goals. He provides a total financial needs analysis for his clients. He does this by leveraging a network of experienced professionals with extensive experience in retirement planning, estate strategies, employee benefit and retention services, business continuation strategies and trust services.
Prior to joining GoldBook Financial, J.R. graduated from Indiana University with a Bachelor of Arts degree in 2004. He then spent several years working for Wells Fargo Bank and Wells Fargo Advisers. He holds FINRA Series 6, 7 and 63 Registrations and is Life, Accident and Health licensed.