TrueAdvisor
TrueAdvisor
JD
JD

Jadon Alexander Dailey

Kera Capital Partners
16 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningHigh Net Worth
Kera Capital Partners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
282 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$808.1M

Fee Structure

Minimum Investment:$300K
Financial Planning:Investment management only

Location

1760 the Alameda, San Jose, CA, 95126

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Kera Capital Partners
April 2022 - Present · 3 yrs 10 mos
Previous Registrations
Morgan Stanley
September 2016 - April 2022 · 5 yrs 7 mos
Morgan StanleyBroker
August 2016 - April 2022 · 5 yrs 8 mos
J.P. Morgan Securities LLCBroker
September 2013 - August 2016 · 2 yrs 11 mos
USAA Financial Planning Services
September 2011 - September 2013 · 2 yrs
USAA Financial Advisors, INC.Broker
July 2011 - September 2013 · 2 yrs 2 mos
Chase Investment Services CORP.Broker
April 2009 - June 2011 · 2 yrs 2 mos
State Registrations2 states
AZTX
Advisor
Exams
No exam information available for this advisor.