Champion, Jessica
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides wealth management and financial planning services to individuals and high‑net‑worth individuals, delivering ongoing investment advice and written financial plans that can address retirement, estate, tax, college savings, business planning, insurance review, and risk management. It operates as a fee‑only independent adviser founded in October 2025 and manages client accounts on a discretionary basis while also offering access to outside managers and model portfolios.
The firm’s investment process blends modern portfolio theory with fundamental, technical, and charting analysis, and it uses a mix of passive and active vehicles, ETFs, mutual funds, and individual securities. It also incorporates behavioral finance coaching into client work, offers customizable socially responsible investing options (including portfolios of individual securities), and permits clients to impose written investment restrictions.
Distinctive features include its recent establishment and transition from prior broker‑dealer roles to an independent, fee‑only practice and the principal’s Retirement Income Certified Professional (RICP®) credential. The firm requires clients to custody assets at Charles Schwab or Altruist and relies on custodian statements for reporting rather than providing separate written performance or holdings reports, which may affect reporting and platform considerations relative to peers.
Client services
Expertise
Fee options
1.30% annually
Fee-only: Fee-only firm; compensated solely by client fees with no commissions or sales-related compensation
Main office
Chittenango NY
Advisors at this office
1
Most active in
New York
Also doing business as
Champion Method, LLC · Champion, Jessica
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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