Jessica Chipera, financial advisor Rio Rancho NM

Jessica Chipera

CRD Number: 7021926
Current Firm: Atlas Capital Management Corp

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.

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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
Contact Info for Jessica R. Chipera
Phone Number: 260-637-2857
Registered State(s):
  • NM
  • TX
By the Numbers
  • Total Assets Under Management
    411
    MILLIONS
  • Total Number of Accounts
    2,704
    ACCOUNTS
  • Average Account Value
    $151,813
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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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