Jessica Chipera (CRD# 7021926) is an Investment Advisor Representative working at Atlas Capital Management Corp in Rio Rancho, NM and has over 5 years of experience in the finance industry.
CRD# 4939910
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6343481
The H Group, Inc.
CRD# 2376474
Cuso Financial Services, LP
Company Name | Location | Dates | Years |
---|---|---|---|
Atlas Capital Management Corp | Fort Wayne, IN | Sep 2019 - Current | 4 |
The Guidon Company | Rio Rancho, NM | Jul 2019 - Current | 4 |
Jessica Chipera, LLC | Rio Rancho, NM | Sep 2018 - Current | 5 |
Anthem Financial Services | Rio Rancho, NM | Aug 2018 - Current | 5 |
Two Owls Press | Santa Fe, NM | Jan 2013 - Current | 11 |
Horter Investment Management LLC | Cincinnati, OH | Sep 2018 - Sep 2019 | 1 |
Sagicor Life Insurance Company | Rio Rancho, NM | Oct 2016 - Apr 2019 | 2 |
Student | San Diego, CA | Sep 2011 - Aug 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Aug 2018 |
- NM
- TX
-
Total Assets Under Management411MILLIONS
-
Total Number of Accounts2,704ACCOUNTS
-
Average Account Value$151,813
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
AL, CA, CO, FL, GA, ID, IL, IN, KS, MI, MN, MO, NC, NE, NJ, NM, NY, OH, OR, PA, SC, TN, TX, UT, VA, WI
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