Jessica Champion
Jessica Champion Investment Services · Chittenango, New York
Jessica Champion is a fee-only financial advisor at Jessica Champion Investment Services in Chittenango, New York. Jessica charges a percentage of assets (1.3% a year on the first tier of assets managed) and focuses on retirement planning, pension planning and tax planning.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Jessica Champion Investment Services |
|---|---|
| Based in | Chittenango, New York |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.3% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| SEC registration | Investment adviser representative in NY · CRD 4236536 |
| Exams passed | Series 63 (2017) · Series 66 (2025) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.jessicachampion.com |
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Questions about Jessica
Is Jessica Champion a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jessica holds no broker registration, and Jessica Champion Investment Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jessica charge for financial advice?
Jessica charges a percentage of assets.
How much does Jessica charge?
According to Jessica Champion Investment Services's website, checked October 30, 2026: 1.3% a year on the first tier of assets managed.
Where is Jessica Champion based?
Jessica Champion is based in Chittenango, New York.
What does Jessica specialize in?
Jessica's specialties include retirement planning, pension planning and tax planning. Jessica works with pre-retirees.
Is Jessica Champion registered with the SEC?
Yes. Jessica Champion is registered as an investment adviser representative in NY (CRD 4236536), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Jessica Champion?
Through Jessica's website, www.jessicachampion.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Jessica Champion Investment Services website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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