TrueAdvisor
TrueAdvisor
JH
JH

Jessica Summer Haberman

The Caprock Group, LLC
23 Years of Experience
View SEC Summary
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Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningHigh Net WorthBusiness Owners
The Caprock Group, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
44 advisors
Number of Clients
408 clients
Average Client Portfolio
$24.9M average
Assets Under Management
$10.1B

Fee Structure

Location

800 West Main Street, Suite 1150, Boise, ID, 83702

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
The Caprock Group, LLC
August 2005 - Present · 20 yrs 6 mos
Previous Registrations
Citigroup Global Markets INC.
October 2002 - August 2005 · 2 yrs 10 mos
State Registrations1 state
ID
Advisor
Exams
No exam information available for this advisor.