Jim Chapman

Retirement Plan Consulting
Senior Analyst
jchapman@lovascogroup.com
313-394-1708
About

As a senior analyst for the retirement plan consulting team, Jim Chapman has a diverse set of responsibilities. Jim leverages his technical background as a retirement plan analyst and equity research analyst to advise plan sponsors on their retirement benefit programs. Beyond the daily task of supporting clients, Jim plays a key role in monitoring plan investments, educating employees, and assisting with business development.  

Outside of the office Jim is active in the Investment Professionals Charity (IPC) which seeks to offer financial wellness education to high school students in the Detroit area. He enjoys spending time with his family and friends, and is also an avid golfer having played four years at the collegiate level.  

Education, Certifications, and Designations

Finance, B.A. from Albion College

CPFA® Designation

AIF® Designation

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LoVasco Consulting Group and their agents are presently licensed to sell traditional life insurance in Michigan as a resident producer and numerous other states as a nonresident producer. This site is not intended as an offer to sell securities, which may be done only after proper delivery of a prospectus and a client suitability review. Proper state registration is mandatory prior to conducting business in any state. Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a registered broker dealer and Investment Advisor, member FINRA / SIPC. Check the background of this Firm and/or investment professional on FINRA's BrokerCheck. LoVasco Consulting Group is owned and operated independently from M Holdings Securities, Inc. LoVasco Consulting Group is a member of M Financial Group. Please click here for further details regarding this relationship.