G-Woon
Choe
Kera Capital Partners
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About this Advisor
G-Woon Choe is a financial advisor working out of San Jose, California with 2 years of relevant experience. Choe currently works for Kera Capital Partners. Over the course of their career, Choe has held roles at Jackson National Life Distributors LLC, Protected Investors Of America, Aria Retirement Solutions, Grail Partners / Manifold Partners, Marram Investment Management, LLC, Guggenheim Funds Distributors, LLC and Kera Capital Partner, Inc. Choe has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in California, Texas and Utah. Kera Capital Partners is a business based out of San Jose, CA. The company has offices in 11 locations and a total of nine financial advisors. It has $167 million in assets under management between its 420 customer accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 420 customer accounts, 79% are associated with high-net-worth individuals who have at least $1 million in assets. The business offers a number of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors typically are based on the type of financial services provided. Fees charged by Kera Capital Partners can be comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kera Capital Partners Brokerage Details
$166,700,527
9
420
$396,906
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
G-Woon Choe Work History
G-Woon has been registered as a financial advisor for 2 years.*
Kera Capital Partner, Inc
Guggenheim Funds Distributors, LLC
Protected Investors Of America
Aria Retirement Solutions
Marram Investment Management, LLC
Grail Partners / Manifold Partners
Jackson National Life Distributors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of G-Woon Choe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kera Capital Partners
Sacramento, CA
San Francisco, CA
Bend, OR
San Jose, CA
San Jose, CA
Mokena, IL
Daly City, CA
San Jose, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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