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Kathleen Jessica Villegas

OLD PEAK FINANCE LLC·CHAPEL HILL, North Carolina
Series 65Clean record8 years registeredOLD PEAK FINANCE LLC
100 EUROPA DRIVE, CHAPEL HILL, NC 27517CRD# 6858158Firm CRD# 154804

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kathleen Jessica Villegas · CHAPEL HILL, NC
Registration
CRD #6858158 · OLD PEAK FINANCE LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

ROOT FINANCIAL PARTNERS
Oct 2024 – present
ELLEVEST
May 2023 – Jul 2024
Durham, NC
OLD PEAK FINANCE
Sep 2017 – May 2023
CHAPEL HILL, NC
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · September 13, 2017
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
OLD PEAK FINANCE LLC
CRD 154804 · SEC 801-109968
AUM
$472M
Regulatory assets under management
Employees
10
600 client accounts
Services offered by OLD PEAK FINANCE LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at OLD PEAK FINANCE LLC →
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05

Frequently Asked Questions

What services does Kathleen Jessica Villegas offer?
Kathleen Jessica Villegas specializes in Financial Planning, Investment Management. Contact their office in CHAPEL HILL, North Carolina for a consultation.
What are Kathleen Jessica Villegas's credentials?
Kathleen Jessica Villegas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathleen Jessica Villegas located?
Kathleen Jessica Villegas is based in CHAPEL HILL, North Carolina, working with OLD PEAK FINANCE LLC. Their office serves clients in the CHAPEL HILL metropolitan area and surrounding communities.
How does Kathleen Jessica Villegas charge for services?
Kathleen Jessica Villegas's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OLD PEAK FINANCE LLC?
OLD PEAK FINANCE LLC has approximately 10 employees and manages $472M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at OLD PEAK FINANCE LLC

Theodore Richard Waechter
CHAPEL HILL, NC

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Nearby cities in North Carolina
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