Jadon Dailey is a registered investment advisor at Kera Capital Partners, based in San Jose, CA, with 16 years of industry experience. Jadon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 306 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kera Capital Partners charges a monthly fee for investment management, calculated as a percentage of your account's average daily balance. The maximum annual fee is 1.25%. The exact fee is agreed upon in writing. Fees may be lower for employees and their families. You can negotiate the fee. Your custodian will deduct the fee directly from your account. You can end the agreement with written notice.
Location
1760 the Alameda, San Jose, CA, 95126
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Kera Capital Partners
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
J.P. Morgan Securities LLCBroker
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Chase Investment Services CORP.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.