Jessica Cafferata
Investment adviser representative at Alphacore Capital LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$13BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Alphacore Capital LLCMay 2025 to now
- Callan Capital LLCMar 2022 to May 2025
- Mariner Wealth AdvisorsSep 2021 to Mar 2022
- Hightower Advisors LLCSep 2020 to Aug 2021
- Frontier Investment Management CoApr 2014 to Sep 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Alphacore Capital LLC
$13BAssets managed
4,065Clients
67Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5542746
- Firm CRD
- 174346