Jessica L. Kreger
CHARTER OAK CAPITAL MANAGEMENT
Portsmouth, NH 03801
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CRD#: 5700793
Professional summary
Jessica Lynn Kreger, CFP®, who also goes by Jessica Lynn Chiarantona, Jessica Lynn Plattner, Jessica Plattner, is a registered financial advisor currently at CHARTER OAK CAPITAL MANAGEMENT located in Portsmouth, New Hampshire.
Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Jessica has worked at 4 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jessica Lynn Chiarantona | Jessica Lynn Plattner | Jessica Plattner
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jessica Lynn Kreger'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®
Start date: 2009
Experience
Current
September 11, 2020 - Present
CHARTER OAK CAPITAL MANAGEMENT
Office #1: Two International Drive Suite 325, Portsmouth, NH 03801Office #2: 62 Portland Road Suite 37, Kennebunk, ME 04043RIA
CRD#: 120870
Portsmouth, NH
Past
September 29, 2016 - August 28, 2020
ROBINSON SMITH WEALTH ADVISORS, LLC
RIA
CRD#: 123098
PORTSMOUTH, NH
Past
January 12, 2015 - July 4, 2016
BARTLEY FINANCIAL ADVISORS, LLC
RIA
CRD#: 124293
BEDFORD, NH
Past
May 12, 2010 - June 5, 2013
SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC
RIA
CRD#: 120766
WALTHAM, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CO
CHARTER OAK CAPITAL MANAGEMENT
CHARTER OAK CAPITAL MANAGEMENT | TROIANO AND ASSOCIATES, INC. | TROIANO AND ASSOCIATES | TROIANAO AND ASSOCIATES | TODD MICHAEL CESCA | JEFFREY SCOTT TROIANO | GEORGE THURLOW | CHARTER OAK CAPITAL MANAGEMENT, LLC
CRD#: 120870 / SEC#: 801-64808
RIA
Registered Investment Advisory firm - (11/2/2005 Approved)Maine
Registered Investment Advisory firm - (12/31/2005 Terminated)Massachusetts
Registered Investment Advisory firm - (3/21/2006 Terminated)New Hampshire
Registered Investment Advisory firm - (12/31/2005 Terminated)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.Highlighted states indicate IAR registrations
IAR
Maine(9/11/2020)
IAR
New Hampshire(9/11/2020)
IAR
Texas(11/23/2021)
Exams
Current Firm
CO
CHARTER OAK CAPITAL MANAGEMENT
CHARTER OAK CAPITAL MANAGEMENT | TROIANO AND ASSOCIATES, INC. | TROIANO AND ASSOCIATES | TROIANAO AND ASSOCIATES | TODD MICHAEL CESCA | JEFFREY SCOTT TROIANO | GEORGE THURLOW | CHARTER OAK CAPITAL MANAGEMENT, LLC
CRD#: 120870 / SEC#: 801-64808
RIA
Registered Investment Advisory firm - (11/2/2005 Approved)Maine
Registered Investment Advisory firm - (12/31/2005 Terminated)Massachusetts
Registered Investment Advisory firm - (3/21/2006 Terminated)New Hampshire
Registered Investment Advisory firm - (12/31/2005 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Two International Drive Suite 325, Portsmouth, NH 03801
Mailing Address
Phone number
(800) 646-5720
Established
Firm type
Fiscal year end
# of Employees
23
SEC notice filing (21 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,359 |
| AUM (Assets Under Management) | $ 1,419,829,350 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/28/2025 |
Red Flags
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Company Information
CHARTER OAK CAPITAL MANAGEMENT
CRD#: 120870Portsmouth, NH 03801TRUST BUT VERIFY
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