Unclaimed Profile

Jessica Renee Vickery

BLUECHIP WEALTH ADVISORS LLC·MILTON, Georgia

SIE, Series 6, Series 7, Series 24, Series 63, Series 65Clean record12 years registeredBLUECHIP WEALTH ADVISORS LLC

12655 BIRMINGHAM HWY, MILTON, GA 30004CRD# 5896572Firm CRD# 150008

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jessica Renee Vickery · MILTON, GA

Registration

CRD #5896572 · BLUECHIP WEALTH ADVISORS LLC · 12 years registered

Brand Profile

Not yet started

Career History

BLUECHIP WEALTH ADVISORS LLC

Oct 2013 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · October 15, 2013

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BLUECHIP WEALTH ADVISORS LLC

CRD 150008 · SEC 801-115105

AUM

$485M

Regulatory assets under management

Employees

1,049 client accounts

Services offered by BLUECHIP WEALTH ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BLUECHIP WEALTH ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Jessica Renee Vickery offer?

Jessica Renee Vickery specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MILTON, Georgia for a consultation.

What are Jessica Renee Vickery's credentials?

Jessica Renee Vickery is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jessica Renee Vickery located?

Jessica Renee Vickery is based in MILTON, Georgia, working with BLUECHIP WEALTH ADVISORS LLC. Their office serves clients in the MILTON metropolitan area and surrounding communities.

How does Jessica Renee Vickery charge for services?

Jessica Renee Vickery's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BLUECHIP WEALTH ADVISORS LLC?

BLUECHIP WEALTH ADVISORS LLC has approximately 8 employees and manages $485M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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