Jessica
Chipera

Atlas Capital Management Corp

CRD#7021926
Investment Advisor
in Rio Rancho, NM

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About this Advisor

Jessica Chipera is a financial advisor working out of Rio Rancho, New Mexico with a total of 4 years of industry experience. Chipera is currently employed by Atlas Capital Management Corp. Over the course of their career, they have held roles at Sagicor Life Insurance Company, Two Owls Press, Student, Jessica Chipera, LLC, Anthem Financial Services, The Guidon Company, Horter Investment Management LLC and Atlas Capital Management Corp. Chipera maintains a Series 65 license, which qualifies them as an investment advisor representative, and can work in New Mexico and Texas. Atlas Capital Management Corp is an advisory business operating out of Fort Wayne, IN. It manages $273 million in assets between its 2,504 client accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 2,504 accounts, just 2% are held by high-net-worth individuals who have greater than $1 million in investable assets. Atlas Capital Management Corp provides portfolio management for individuals and small businesses. Fees charged by financial advisors largely are based on which services are provided. Fee types charged by Atlas Capital Management Corp can include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 65

Years Registered*

4 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

3624 Rio Rancho Blvd Ne Suite 201
Rio Rancho, NM 87144

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Atlas Capital Management Corp Brokerage Details

Total Assets Under Management

$272,528,045

NM Average: $1,347,246,178
Total Number of Employees

9

NM Average: 46
Total Number of Accounts

2,504

NM Average: 1,775
Average Account Size

$108,837

NM Average: $759,012

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Jessica Chipera Work History

Jessica has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

The Guidon Company

2019 - Present (5 years)

Atlas Capital Management Corp

2018 - Present (6 years)

Jessica Chipera, LLC

2018 - Present (6 years)

Anthem Financial Services

2013 - Present (11 years)

Two Owls Press

2018 - 2019 (1 year)

Horter Investment Management LLC

2016 - 2019 (3 years)

Sagicor Life Insurance Company

2011 - 2016 (5 years)

Student

*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 Chipera 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 Atlas Capital Management Corp

Reed Diller
Fort Wayne, IN
Jessica Chipera
Rio Rancho, NM
Todd Clark
Fort Wayne, IN
Jerry Jacobs
Fort Wayne, IN
Brenton Fewox
Fort Wayne, IN

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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