Jessica R. Vickery

BLUECHIP WEALTH ADVISORS LLC

Milton, GA 30004

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CRD#: 5896572

Professional summary

Jessica Renee Vickery, who also goes by Jessica VIckery Dabbs, Jessica Renee Vickery, is a registered financial advisor currently at BLUECHIP WEALTH ADVISORS LLC located in Milton, Georgia.

Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Jessica has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jessica Vickery Dabbs | Jessica Renee Vickery

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.

Self Employed as Bookkeeper since 2015. Activity is based in personal residence and number of hours per month varies (but generally outside of trading hours).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jessica Renee Vickery's CRS (Customer Relationship Summary).

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®

None

Experience

Current

October 15, 2013 - Present

BLUECHIP WEALTH ADVISORS LLC

Office #1: 12655 Birmingham Hwy Suite 201, Milton, GA 30004

RIA

CRD#: 150008

Milton, GA

Past

December 6, 2021 - January 8, 2024

ARKADIOS CAPITAL

CRD#: 282710

Milton, GA

Past

March 26, 2012 - December 20, 2021

TRIAD ADVISORS LLC

CRD#: 25803

Milton, GA

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".

BLUECHIP WEALTH ADVISORS LLC

CRD#: 150008 / SEC#: 801-115105

RIA

Registered Investment Advisory firm - (4/26/2019 Approved)

Georgia

Registered Investment Advisory firm - (5/31/2019 Terminated)

Tennessee

Registered Investment Advisory firm - (5/9/2019 Terminated)

Texas

Registered Investment Advisory firm - (5/7/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Georgia
(10/15/2013)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/11/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/3/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/10/2015

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/23/2012

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/28/2016

General Securities Principal Examination

Current Firm

BLUECHIP WEALTH ADVISORS LLC

CRD#: 150008 / SEC#: 801-115105

RIA

Registered Investment Advisory firm - (4/26/2019 Approved)

Georgia

Registered Investment Advisory firm - (5/31/2019 Terminated)

Tennessee

Registered Investment Advisory firm - (5/9/2019 Terminated)

Texas

Registered Investment Advisory firm - (5/7/2019 Terminated)

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Contact information

Main Address

12655 Birmingham Hwy Suite 201, Milton, GA 30004

Mailing Address

Phone number

(770) 771-5812

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SEI WRAP FEE BROCHURE (3/28/2025)

BLUECHIP WEALTH ADVISORS PART 2A FIRM BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	1,188
AUM (Assets Under Management)	$ 637,012,604

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. Vickery

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jessica Renee Vickery's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARKADIOS CAPITAL

TRIAD ADVISORS LLC

Primary Firm SEC Registration

BLUECHIP WEALTH ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/11/2013

Series 63

Date: 2/3/2012

SIE

Date: 10/1/2018

Series 7

Date: 5/10/2015

Series 6

Date: 3/23/2012

Series 24

Date: 1/28/2016

Current Firm

BLUECHIP WEALTH ADVISORS LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLUECHIP WEALTH ADVISORS LLC

TRUST BUT VERIFY

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