JC
Jessica R. Chipera
ATLAS CAPITAL MANAGEMENT CORP
Rio Rancho, NM 87144
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CRD#: 7021926
JC
Professional summary
Jessica Rae Chipera is a registered financial advisor currently at ATLAS CAPITAL MANAGEMENT CORP located in Rio Rancho, New Mexico.
Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jessica has worked at 2 firms and has passed the Series 65 exam.
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.
The Name of the other business: The Guidon Company
Investment Related?: Yes
Address of other business: 3634 Rio Rancho Blvd., Ste 201, Rio Rancho, NM 87144
Nature of other business: Insurance Sales and Marketing
Your position: Owner
Start Date: 07/15/2019
How many hours you devote to the other business per month: 20
How many hours you devote to the other business during securities trading hours: 10
Briefly describe your duties: I will sell Medicare health insurance and possibly life insurance.
The Name of the other business: Two Owls Press
Investment Related?: No
Address of other business: 2896 A Walnut Street Los Alamos, NM 87544
Nature of other business: Self-Publishing Books
Your position: Co-Owner/Silent Partner
Start Date: 01/2013
How many hours you devote to the other business per month: 0-10
How many hours you devote to the other business during securities trading hours: 0
Briefly describe your duties: Occasionally my business parent needs help with a website or software. Otherwise I am a silent partner
The Name of the other business: Jessica Chipera, LLC
Investment Related?: Yes
Address of other business: 328 Peaceful Meadows Dr. NE Rio Rancho, NM 87144
Nature of other business: Life Insurance and fixed annuity sales, investment advice
Your position: Financial Advisor
Start Date: 09/2018
How many hours you devote to the other business per month: 120
How many hours you devote to the other business during securities trading hours: 75-120
Briefly describe your duties: Sell life insurance & annuities (not Sagicor), give investment advice, estate planning, financial planning, IAR activities, other insurance sales.
The Name of the other business: Anthem Financial
Investment Related?: Yes
Address of other business: 3624 Rio Rancho Blvd NE 201 Rio Rancho, NM 87144
Nature of other business: Life Insurance & Fixed Annuity Sales
Your position: Independent Agent
Start Date: 08/2018
How many hours you devote to the other business per month: 0
How many hours you devote to the other business during securities trading hours: 0
Briefly describe your duties: Independent Agent. Use resources only.
CRS (Client Relationship Summary) - RIA
Click below to view Jessica Rae Chipera'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®
NoneExperience
Current
September 13, 2019 - Present
ATLAS CAPITAL MANAGEMENT CORP
Office #1: 3624 Rio Rancho Blvd Ne Suite 201, Rio Rancho, NM 87144RIA
CRD#: 106107
Rio Rancho, NM
Past
September 24, 2018 - September 9, 2019
HORTER INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 119880
Rio Rancho, NM
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".
AC
ATLAS CAPITAL MANAGEMENT CORP
ATLAS CAPITAL MANAGEMENT CORP
CRD#: 106107 / SEC#: 801-47277
RIA
Registered Investment Advisory firm - (8/19/1994 Approved)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
New Mexico(9/16/2019)
IAR
Texas(9/13/2019)
Current Firm
AC
ATLAS CAPITAL MANAGEMENT CORP
ATLAS CAPITAL MANAGEMENT CORP
CRD#: 106107 / SEC#: 801-47277
RIA
Registered Investment Advisory firm - (8/19/1994 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
11130 Coldwater Road Suite 104, Ft Wayne, IN 46845-1270
Mailing Address
Phone number
(260) 637-2857
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (31 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,261 |
| AUM (Assets Under Management) | $ 562,632,463 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ATLAS CAPITAL MANAGEMENT CORP
CRD#: 106107Rio Rancho, NM 87144TRUST BUT VERIFY
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