Jessica
Kreger
Charter Oak Capital Management
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About this Advisor
Jessica Kreger is a certified financial planner working out of Portland, Maine with a total of 3 years of relevant experience. Kreger is an advisor for Charter Oak Capital Management. Throughout their career, Kreger has worked at Bartley Financial Advisors, Inc, Jlp Interiors, Demand Media, Inc, Robinson Smith Wealth Advisors, LLC and Charter Oak Capital Management. Kreger is approved to serve investors in Maine, New Hampshire and Texas. Charter Oak Capital Management is a company based in Portsmouth, NH. It has offices in three locations and a total of 21 people on staff. It administers $983 million in assets under management among its 4,284 customer accounts, making it one of the bigger firms in the nation by assets under management. The firm serves 12 charities and foundations. Of its 4,284 accounts, 21% are associated with high-net-worth investors who have at least $1 million in assets. Charter Oak Capital Management has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. Fees for financial management usually depend on the financial services. However, fee types billed by Charter Oak Capital Management most likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Charter Oak Capital Management Brokerage Details
$983,419,357
21
4,284
$229,556
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Jessica Kreger Work History
Jessica has been registered as a financial advisor for 3 years.*
Charter Oak Capital Management
Robinson Smith Wealth Advisors, LLC
Bartley Financial Advisors, Inc
Jlp Interiors
Demand Media, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jessica Kreger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Charter Oak Capital Management
Portland, ME
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
