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Jessica Maureen Champion

Advisor at Champion, Jessica — Chittenango, NY

Updated today

Credentials

Series 63, Series 66

Experience

8 years

Location

Chittenango, NY

Champion, Jessica logo

Champion, Jessica

Independent

Total advisors

1

Clients per advisor

0 Low

Avg AUM per client

—

HNW client ratio

—

About

Jessica Champion is an independent financial advisor based in Chittenango, NY, with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Ameriprise Financial Services LLC, LPL Financial, and The Summit Federal Credit Union. Since 2025, she has operated her own firm, Champion Method LLC. Champion Method LLC provides wealth management and financial planning services to individuals and high-net-worth clients. The firm blends modern portfolio theory with fundamental, technical, and charting analysis, employs both passive and active investment vehicles, and integrates behavioral finance coaching and customizable socially responsible investing options.

Client services

Based on Champion, Jessica

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Champion, Jessica

Retirement income strategy General retirement planning Cash flow / budgeting

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Fee options

Percentage

1.30% annually

Other

Fee-only: Fee-only firm; compensated solely by client fees with no commissions or sales-related compensation

Location

Chittenango, NY

Chittenango NY

Advisors at this office

1

Most active in

New York

Work history

8 years of industry experience

Champion Method LLC

2025 - Present • 1 year

Chittenango, NY

The Summit Federal Credit Union

2022 - 2025 • 3 years

Courtland, NY

LPL Financial

2022 - 2025 • 3 years

Courtland, NY

Unemployed

2022 - 2022 • 1 year

Chittenango, NY

Ameriprise Financial Services LLC

2021 - 2022 • 1 year

East Syracuse, NY

Independent Financial group

2018 - 2021 • 3 years

Syracuse, NY

Cadaret, Grant & Co., Inc.

2017 - 2018 • 1 year

East Syracuse, NY

Michael Roberts Associates, Inc.

2015 - 2021 • 6 years

East Syracuse, NY

Cadaret, Grant & Co., Inc.

2015 - 2017 • 2 years

East Syracuse, NY

Cengage

2014 - 2017 • 3 years

Syracuse, NY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Judson A

Series 63, Series 65, Series 66

Cazenovia, NY

Dark Horse Wealth LLC

Judson Ames is the sole advisor at Dark Horse Wealth LLC in Cazenovia, NY. He holds Series 63, 65, and 66 credentials and has 5 years of industry experience. Prior to founding Dark Horse Wealth, he worked at 1 St Discount Brokerage, Inc. He also serves as a referee during the months of September and October. Dark Horse Wealth LLC provides advisory services to individuals, pension and profit-sharing plans, and corporate clients. The firm focuses on retirement-plan work using discretionary investment supervisory services, financial planning, and hourly consulting, employing a combination of low-cost funds and tactical individual securities to meet client objectives.

Wealth management General retirement planning Income planning Annuities Passive / index investing
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Christopher D

CFA®

Fayetteville, NY

Constellation Asset Management, Inc.

Christopher Devoe is a CFA® charterholder with 24 years of experience at Constellation Asset Management, Inc., an independent firm based in Fayetteville, NY. He also owns and operates C&H Stamps, a mail-order collectibles business. Constellation Asset Management provides discretionary portfolio management primarily for individual and family accounts, as well as trusts, retirement plans, and corporate accounts, employing a combination of fundamental, technical, and cyclical analysis across various asset classes.

Active portfolio management Options & derivatives strategies
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Christopher R

Series 63, Series 65

Manlius, NY

Solid Point Wealth Advisors, LLC

Christopher Roop is a financial advisor at Solid Point Wealth Advisors, LLC with 19 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Solid Point Wealth Advisors in 2022, he worked at Sandhill Investment Management for three years and Manning & Napier Advisors, LLC, as well as Manning & Napier Investor Services, Inc., for 15 years. Solid Point Wealth Advisors serves individuals, plan sponsors, not-for-profits, and businesses by offering discretionary portfolio management, model-portfolio implementation, and retirement-plan consulting services. The firm employs a mix of fundamental, technical, and cyclical analysis and includes private placements and real estate investments in its offerings.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Douglas B

CFP®, CFA®, Series 63, Series 66

East Syracuse, NY

BPC Advisors LLC

Douglas Burns Jr. is a CFP® and CFA® credentialed financial advisor with five years of industry experience. He has worked at BPC Advisors LLC since 2016 and previously spent one year at Merrill. BPC Advisors LLC provides discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, and institutions. The firm emphasizes asset allocation using a quantitative, mean-variance framework to build diversified portfolios implemented primarily with ETFs and index-based mutual funds.

Wealth management College savings (529s, UTMA, etc.)
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Richard U

Series 63

E. Syracuse, NY

Summit Planning Group, Inc.

Richard Urciuoli is a financial advisor at Summit Planning Group, Inc. with 41 years of industry experience. He has worked at LPL Financial and its predecessor firms for over three decades before continuing his practice at Summit Planning Group, where he has been active since 1986. Urciuoli holds a Series 63 license. Summit Planning Group provides discretionary portfolio management and comprehensive financial planning to individual and high-net-worth clients. The firm employs a combination of fundamental, technical, cyclical, and quantitative analysis to manage accounts on a discretionary basis in accordance with client-specific investment policy statements.

Wealth management General retirement planning Cash flow / budgeting
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Antony D

Series 63, Series 65

Manlius, NY

Solid Point Wealth Advisors, LLC

Antony Desorbo is a financial advisor at Solid Point Wealth Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Manning & Napier Advisors and Benefits prior to joining Solid Point Wealth Advisors in 2022. Outside of advisory work, he is the co-founder and CEO of Elite NIL, a college sports marketing agency, and co-founder and president of the 315 Foundation, a nonprofit that connects Syracuse University athletes with other charities. Solid Point Wealth Advisors serves individuals, plan sponsors, nonprofits, and businesses with discretionary portfolio management, model-portfolio implementation, and retirement-plan consulting. The firm employs a varied investment approach including fundamental analysis and technical methods, and is notable for incorporating private and illiquid investments such as private placements and direct real estate exposure.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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