Jessica
Cafferata
Callan Capital, LLC
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About this Advisor
Jessica Cafferata is a financial advisor based in Highland Village, Texas, working with Callan Capital, LLC. Jessica has previously held positions at Hightower Advisors LLC, Mariner Wealth Advisors, Callan Capital LLC, and Frontier Investment Management Co. Jessica has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Jessica is part of Callan Capital, LLC, which operates out of Highland Village, Texas. The firm has 1 office and 18 employees. The firm manages assets totaling $1.9 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Callan Capital, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Callan Capital, LLC Brokerage Details
$1,883,798,871
18
1,288
$1,462,577
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Jessica Cafferata Work History
Callan Capital LLC
Mariner Wealth Advisors
Hightower Advisors LLC
Frontier Investment Management Co
Disclosures
Please visit the SEC profile of Jessica Cafferata 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 Callan Capital, LLC
Highland Village, TX
La Jolla, CA
La Jolla, CA
Austin, TX
La Jolla, CA
La Jolla, CA
Denver, CO
La Jolla, CA
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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