Jessica Champion is a registered investment advisor at Champion, Jessica, based in Chittenango, NY, with 7 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.30% |
Fees may be negotiable at Champion Method's discretion.
Fee Estimator
Location
Chittenango, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jessica operates her LPL business under the DBA The Summit Retirement & Investment Services. She is also a business owner of Dunder Mifflin LLC and owns Pottery Road Commercial Building for real estate rental purposes.
Employment History
Current Registrations
Champion, Jessica
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Cadaret, Grant & CO., INC.Broker
State Registrations1 state
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