A complete list of active advisors currently associated with Champion, Jessica

Warmer can help you find a great advisor at Champion, Jessica or one who fits your needs even better.

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.

To learn more about the advisors currently working at Champion, Jessica, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jessica Champion	Chittenango, NY	8

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