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Joshua Robert Chandler

Magnolia Wealth

Spring, TX

CRD 7801569

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Employer firm

Magnolia Wealth CRD 330124

$102M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Magnolia Wealth

8900 Eastloch Dr., Bldg 105, Spring, TX 77379 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-12-18
  • TX RA
    APPROVED
    Since 2024-12-18

Branch Locations

8900 Eastloch Dr., Bldg 105, Spring, TX 77379 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Walmart Sealy TX 08/2016 08/2019
Starbucks Sealy TX 02/2019 08/2019
Honda Cars Of Katy Katy TX 08/2019 10/2019
Don Mcgill Toyota Katy TX 10/2019 01/2020
Westside Kia Katy TX 01/2020 03/2020
Unemployed Katy TX 03/2020 07/2021
Landry's Seafood Katy TX 07/2021 07/2022
Pappadeaux Houston TX 07/2022 12/2024
Goode Co Houston TX 10/2022 08/2023
Metamorphic Capital Houston TX 08/2023 12/2024
Magnolia Wealth Advisors Llc Spring TX 12/2024 Present
Metamorphic Capital Houston TX 02/2025 03/2025
  • 08/2016 → 08/2019
    Walmart
    Sealy, TX
  • 02/2019 → 08/2019
    Starbucks
    Sealy, TX
  • 08/2019 → 10/2019
    Honda Cars Of Katy
    Katy, TX
  • 10/2019 → 01/2020
    Don Mcgill Toyota
    Katy, TX
  • 01/2020 → 03/2020
    Westside Kia
    Katy, TX
  • 03/2020 → 07/2021
    Unemployed
    Katy, TX
  • 07/2021 → 07/2022
    Landry's Seafood
    Katy, TX
  • 07/2022 → 12/2024
    Pappadeaux
    Houston, TX
  • 10/2022 → 08/2023
    Goode Co
    Houston, TX
  • 08/2023 → 12/2024
    Metamorphic Capital
    Houston, TX
  • 12/2024 → Present
    Magnolia Wealth Advisors Llc
    Spring, TX
  • 02/2025 → 03/2025
    Metamorphic Capital
    Houston, TX
Previous Registrations
  • 2025-02-13 → 2025-03-12
    Metamorphic Capital
    Houston, TX
  • 2023-10-03 → 2024-12-31
    Metamorphic Capital
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-02
  • S65 Uniform Investment Adviser Law Examination
    2023-10-02
Other Names
  • Joshua R Chandler

View on SEC IAPD

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