Raymond James welcomes Texas financial advisor managing $227 million in assets

ST. PETERSBURG, Fla. – Raymond James recently welcomed Nathan Chapman, CEPA^®, to Raymond James & Associates (RJA) – the firm’s employee advisor channel – according to Edward Sudzina, Southwest regional director for RJA.

Chapman arrives from Truist Investment Services where he managed $227 million in client assets. Operating as Chapman Private Wealth, based in Dallas, Texas, he provides financial planning and wealth management guidance to business owners, families, individuals, retirees and clients experiencing sudden wealth. He is joined by senior registered client service associate Bryce Jefferson.

“Raymond James is a firm that keeps the advisor-client relationship at its center,” said Chapman. “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.”

Chapman has more than 25 years of industry experience and joins RJA after six years at his previous firm. He holds a bachelor’s degree in finance and entrepreneurship from Baylor University, an MBA from Southern Methodist University and the Certified Exit Planning Advisor^® designation.

About Raymond James & Associates
Raymond James & Associates, Inc. (RJA), member New York Stock Exchange/SIPC, is an industry leader in financial planning and wealth management services for individuals, high-net-worth families, corporations and municipalities. RJA is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), one of the nation's premier diversified financial services companies with advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.80 trillion as of Jan. 31, 2026. Additional information is available at raymondjames.com.