Hannah Rose Chapman

Employer firm

Juncture Wealth Strategies, LLC CRD 298110

$474M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2007 → 01/2021
  Ameriprise Financial Services, Inc.
  Cincinnati, OH
• 01/2021 → Present
  Juncture Wealth Strategies
  Scottsdale, AZ

Previous Registrations

• 2018-01-23 → 2021-02-02
  Ameriprise Financial Services, Llc
  Tempe, AZ
  Cincinnati, OH
  Cincinnati, OH
• 2007-10-04 → 2012-12-31
  Ameriprise Financial Services, Llc
  Cincinnati, OH
  Cincinnati, OH

Other Businesses

Outside Employment; Butler Philharmonic Orchestra; Second Flute (substitute); Hamilton OH 45011; Not Investment Related; Aug 2019; 0-9 hours per month; 0 during trading hours. Fiduciary Activities; Named or act in a fiduciary capacity; such as attorney-in-fact, trustee, conservator, guardian, executor or personal representative. Outside Employment: X2 Wealth Planning; Investment Related: Yes (dba) - marketing name for practice as an IAR at JWS; Position/relationship: 100% Owner; Jan 2021; 160 hours per month; 160 hours per month during trading hours; Duties: X2 Wealth Planning ("X-Squared") has been recently established as the marketing name under which duties are exercised as an investment advisor representative at JWS. Outside Employment: Expansive CEO, LLC; Investment Related: No - coaching and management skills to company executives; position/relationship: 100% owner; Aug 2022; 40 hours per month; 40 hours per month during trading hours; Duties: teaching/coaching to entrepreneurial executive leadership on business strategy, leadership issues, and organizational operations.

Exams

• S66 Uniform Combined State Law Examination
  2017-11-21

Designations

• Certified Financial Planner

Other Names

• Hannah Rose Collinsworth