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Jessica Cafferata

Investment Adviser Representative at ALPHACORE CAPITAL LLC

Frisco, TXCRD #5542746Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
18 yrs
States Registered
2 states
Exams Passed
2

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jessica Cafferata has worked in the securities industry since 2008. They have passed the Series 66 and 7 examinations. They are registered to provide investment advisory services in California and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
CaliforniaTexas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 9/27/2008
Series 7
General Securities Representative Examination
Passed 7/29/2008

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $1,250,0001.50%
$1,250,001 to $5,000,0001.00%
Above $5,000,0000.75%
Account minimum: $1,000,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Alphacore Capital LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ALPHACORE CAPITAL LLCCurrent
5/5/2025Frisco, TX
CALLAN CAPITAL, LLC
3/4/20225/15/2025Highland Village, TX
MARINER WEALTH ADVISORS
9/21/20212/23/2022Plano, TX
HIGHTOWER ADVISORS, LLC
9/18/20209/10/2021Dallas, TX
FRONTIER INVESTMENT MANAGEMENT CO
4/24/201411/16/2020Dallas, TX
USAA FINANCIAL PLANNING SERVICES
4/21/20114/16/2014Addison, TX
ROSENTHAL RETIREMENT PLANNING, LP
3/9/20093/30/2011Fort Worth, TX
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)
10/2/20083/14/2011Forth Worth, TX

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jessica Cafferata has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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