Jessica R. Fries

CHLEBINA CAPITAL

Akron, OH 44333

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CRD#: 5373368

Professional summary

Jessica Rosanna Fries, CFP® is a registered financial advisor currently at CHLEBINA CAPITAL located in Akron, Ohio and OSAIC WEALTH, INC. located in Akron, Ohio.

Jessica is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Jessica has worked at 5 firms and has passed the SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

CHLEBINA CAPITAL MANAGEMENT LLC POSITION: Registered Sales Assistant NATURE: I'm an IAR of an independent RIA. INVESTMENT RELATED: Yes NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 10 START DATE: 06/15/2007 ADDRESS: 843 N Cleveland-Massillon Rd Ste DN12, Akron OH 44333 DESCRIPTION: I am an IAR of an RIA

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jessica Rosanna Fries's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

September 28, 2015 - Present

CHLEBINA CAPITAL

Office #1: 843 N. Cleve-mass Road Suite Dn-12, Akron, OH 44333

RIA

CRD#: 142376

Akron, OH

Current

June 14, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 843 N Cleveland-massillon Rd, Suite Dn12, Akron, OH 44333

RIA

CRD#: 23131

Akron, OH

Past

September 18, 2020 - June 14, 2024

SECURITIES AMERICA, INC.

CRD#: 10205

Akron, OH

Past

June 9, 2014 - September 18, 2020

SECURITIES SERVICE NETWORK, LLC

CRD#: 13318

Akron, OH

Past

February 12, 2008 - June 17, 2014

FIRST ALLIED SECURITIES, INC.

CRD#: 32444

AKRON, OH

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Ohio
(9/28/2015)

Ohio
(6/14/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/11/2008

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CHLEBINA CAPITAL

CHLEBINA CAPITAL | CHLEBINA CAPITAL MANAGEMENT, LLC

CRD#: 142376 / SEC#:

Florida

Registered Investment Advisory firm - (8/6/2018 Approved)

Ohio

Registered Investment Advisory firm - (1/2/2007 Approved)

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Contact information

Main Address

843 N. Cleve-mass Road Suite Dn-12, Akron, OH 44333

Mailing Address

Phone number

(330) 668-9200

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	14
AUM (Assets Under Management)	$ 4,318,145

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jessica R. Fries

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jessica Rosanna Fries's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHLEBINA CAPITAL

OSAIC WEALTH, INC.

SECURITIES AMERICA, INC.

SECURITIES SERVICE NETWORK, LLC

FIRST ALLIED SECURITIES, INC.

State Registrations and Notice Filings

Exams

SIE

Date: 10/1/2018

Series 7

Date: 2/11/2008

FINRA

Current Firm

CHLEBINA CAPITAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CHLEBINA CAPITAL

TRUST BUT VERIFY

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