Jessica Renee Vickery

Employer firm

Bluechip Wealth Advisors LLC CRD 150008

$666M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2011 → 12/2021
  Triad Advisors
  Norcross, GA
• 02/2011 → Present
  Bluechip Wealth Advisor Llc (Fka Asworth Sullivan Wlth Mgmt Grp)
  Alpharetta, GA
• 12/2021 → 01/2024
  Arkadios Capital
  Atlanta, GA

Other Businesses

Self Employed as Bookkeeper since 2015. Activity is based in personal residence and number of hours per month varies (but generally outside of trading hours).

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-10-11
• S63 Uniform Securities Agent State Law Examination
  2012-02-03

Other Names

• Jessica Renee Vickery
• Jessica Vickery Dabbs