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Jessica Renee Vickery

Investment adviser representative at Bluechip Wealth Advisors LLC
13 yearsExperience
1 stateRegistered in
$666.4MFirm assets
7 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed 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

13 years in the industry.

  1. Bluechip Wealth Advisors LLCOct 2013 to now
  2. Bluechip Wealth Advisor LLC (fka Asworth Sullivan Wlth Mgmt Grp)Feb 2011 to now
  3. Arkadios CapitalDec 2021 to Jan 2024
  4. Triad AdvisorsFeb 2011 to Dec 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law2012
  • Series 65 · Uniform Investment Adviser Law2013

State registrations

Registered as an investment adviser representative in 1 state (GA).

Bluechip Wealth Advisors LLC

$666.4MAssets managed
398Clients
6Advisers
7 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
5896572
Firm CRD
150008
Advisor's SEC record (opens in a new tab)
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