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Jessica Cafferata

Alphacore Capital LLC

La Jolla, CA

Frisco, TX

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Current Employers
Alphacore Capital Llc

1200 Prospect St Suite 200, La Jolla, CA 92037 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-05-05
TX RA APPROVED 2025-05-05
  • CA RA
    APPROVED
    Since 2025-05-05
  • TX RA
    APPROVED
    Since 2025-05-05

Branch Locations

1200 Prospect St Suite 200, La Jolla, CA 92037 • United States

Frisco, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Frontier Investment Management Co Dallas TX 04/2014 09/2020
Hightower Advisors Llc Chicago IL 09/2020 08/2021
Mariner Wealth Advisors Plano TX 09/2021 03/2022
Callan Capital Llc La Jolla CA 03/2022 05/2025
Alphacore Capital Llc La Jolla CA 05/2025 Present
  • 04/2014 → 09/2020
    Frontier Investment Management Co
    Dallas, TX
  • 09/2020 → 08/2021
    Chicago, IL
  • 09/2021 → 03/2022
    Mariner Wealth Advisors
    Plano, TX
  • 03/2022 → 05/2025
    Callan Capital Llc
    La Jolla, CA
  • 05/2025 → Present
    La Jolla, CA
Previous Registrations
  • 2022-03-04 → 2025-05-15
    Callan Capital, Llc
    Highland Village, TX
    La Jolla, CA
  • 2021-09-21 → 2022-02-23
    Plano, TX
  • 2020-09-18 → 2021-09-10
    Chicago, IL
    Dallas, TX
  • 2014-04-24 → 2020-11-16
    Frontier Investment Management Co
    Dallas, TX
  • 2011-04-21 → 2014-04-16
    Usaa Financial Planning Services
    Addison, TX
  • 2009-03-09 → 2011-03-30
    Rosenthal Advisory Services, L.P.
    Fort Worth, TX
  • 2008-10-02 → 2011-03-14
    National Planning Corporation
    Forth Worth, TX
Other Businesses

Jessica is an HOA Board member with Wichita Estates HOA located at: 440 Robinson Rd #140 Denton, TX 76210 This employment is not investment related. Jessica's employment began in August 2024 and about 5 hours per month in devoted to this activity, 0 hours during security trading hours. Jessica helps ensure community standards, make decisions on behalf of residences for homeowner requests for yard changes/landscaping.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-09-27
  • S66 Uniform Combined State Law Examination
    2008-09-27
Designations
Other Names
  • Jessica L Cafferata
  • Jessica Leigh Cafferata

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