Hannah Chapman has been an investment adviser representative at Juncture Wealth Strategies since January 2021, and is not listed among the firm’s executive officers or direct owners.
Juncture Wealth Strategies, LLC is a Scottsdale, AZ firm with $474M under management, 462 clients and 9 advisers across 3 offices, as of its March 2026 filing.
Hannah Chapman is Senior Wealth Advisor of Juncture Wealth Strategies, and her practice brand is X² Wealth Planning. She started in the financial industry in 2006 as a financial services representative at a small local bank. In 2007 she moved from banking to financial planning.
Hannah Chapman’s longest registration is the current one, 5 years at Juncture Wealth Strategies since 2021. Before joining Juncture Wealth Strategies in 2021, Hannah Chapman was registered through Ameriprise Financial Services, LLC. and Ameriprise Financial Services, Inc.
- – present · 5 yearsScottsdale, AZ · Adviser representative · Firm CRD 298110
- Ameriprise Financial Services, LLC.– · 3 yearsCincinnati, OH · Adviser representative · Firm CRD 6363
- Ameriprise Financial Services, Inc.– · 5 yearsCincinnati, OH · Adviser representative · Firm CRD 6363
Professional designations
Listed by Juncture Wealth Strategies
- Accredited Portfolio Management Advisor (APMA®)
- Chartered Retirement Planning Counselor (CRPC®)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Hannah Chapman is registered as an investment adviser representative in 2 states. The first approvals date from January 2021; the most recent is Arizona, in February 2021.
- ArizonaSince 8 February 2021
- OhioSince 29 January 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 21 November 2017 |
| Series 7 | General Securities Representative Examination | 9 November 2017 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Hannah Rose Chapman
- CRD
- 5412965
- Firm
- Juncture Wealth Strategies · CRD 298110
- Office
- 8777 E VIA DE VENTURA, SUITE 120, Scottsdale, AZ 85258
- Registration
- Investment adviser registration
- In the industry since
- July 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- juncturewealth.com
Where does Hannah Chapman work?
Hannah Chapman is an investment adviser representative registered through Juncture Wealth Strategies, LLC since January 2021, and is not listed among the firm’s executive officers or direct owners.
Is Hannah Chapman a financial advisor?
Yes. Hannah Chapman has a current investment-adviser registration in Arizona and Ohio, through Juncture Wealth Strategies since January 2021.
How many years of experience does Hannah Chapman have?
Hannah Chapman has 14 years in the financial industry, since July 2012, across 2 adviser firms.
What exams has Hannah Chapman passed?
Hannah Chapman has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2017. FINRA credited Hannah Chapman with the SIE, which began in October 2018.
Where did Hannah Chapman work before Juncture Wealth Strategies?
Before Juncture Wealth Strategies, Hannah Chapman was registered through Ameriprise Financial Services, Inc., October 2007 to December 2012.
Where is Hannah Chapman based?
Hannah Chapman’s registered office is in Scottsdale, AZ.
Is Hannah Chapman registered with FINRA?
No. Hannah Chapman has no current broker registration.
Is Hannah Chapman a CFP?
Juncture Wealth Strategies lists Hannah Chapman with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Hannah Chapman’s record?
Search CRD 5412965 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Hannah Chapman’s full registration record.
