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Jessica Champion

Advisor at Champion, Jessica

Updated today

Location

Chittenango, NY

Credentials

Series 63, Series 66

Industry experience

7 years

About

Jessica Champion is the principal of Champion Method LLC, a registered investment adviser, with seven years of industry experience. She has worked at multiple financial firms, including LPL Financial and Ameriprise Financial Services LLC. Champion holds Series 63 and Series 66 licenses. Champion Method LLC provides wealth management and financial planning services to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, and charting analysis within a Modern Portfolio Theory framework, offering both active and passive investment options while accommodating socially responsible preferences.

Client services

Based on Champion, Jessica

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Champion, Jessica

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)

Fee options

Percentage

1.30% annually

Other

Fee-only: Fee-only firm, only compensation is from clients for services

Location

Chittenango, NY

Most active in

New York

Work history

Champion Method LLC

2025 - Present (1 year)

The Summit Federal Credit Union

2022 - 2025 (3 years)

LPL Financial

2022 - 2025 (3 years)

Unemployed

2022 - 2022 (1 year)

Ameriprise Financial Services LLC

2021 - 2022 (1 year)

Independent Financial group

2018 - 2021 (3 years)

Cadaret, Grant & Co., Inc.

2017 - 2018 (1 year)

Michael Roberts Associates, Inc.

2015 - 2021 (6 years)

Cadaret, Grant & Co., Inc.

2015 - 2017 (2 years)

Cengage

2014 - 2017 (3 years)

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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Wealth management General retirement planning Income planning Annuities Passive / index investing
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CFA®

Fayetteville, NY

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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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Series 63, Series 65

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East Syracuse, NY

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Wealth management College savings (529s, UTMA, etc.)
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Series 63

E. Syracuse, NY

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Wealth management General retirement planning Cash flow / budgeting
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Antony D

Series 63, Series 65

Manlius, NY

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Wealth management Retirement income strategy Founder/Business Owner
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