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 based in Rio Rancho, New Mexico, working with Atlas Capital Management Corp. Jessica has previously held positions 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. Jessica has passed the Series 65 regulatory exam and is registered to provide services in New Mexico and Texas. Currently, Jessica is part of Atlas Capital Management Corp, which operates out of Rio Rancho, New Mexico. The firm has 9 employees and manages assets totaling $460.9 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Atlas Capital Management Corp includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 65

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

$460,863,224

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

9

NM Average: 46
Total Number of Accounts

2,720

NM Average: 1,775
Average Account Size

$169,435

NM Average: $759,012

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Jessica Chipera Work History

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

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 6/19/2024. 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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