Jessica
Chipera
Atlas Capital Management Corp
Answer a few questions and
get matched with an advisor.
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
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Atlas Capital Management Corp Brokerage Details
$272,528,045
9
2,504
$108,837
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.*
The Guidon Company
Atlas Capital Management Corp
Jessica Chipera, LLC
Anthem Financial Services
Two Owls Press
Horter Investment Management LLC
Sagicor Life Insurance Company
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
Fort Wayne, IN
Rio Rancho, NM
Fort Wayne, IN
Fort Wayne, IN
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.