Jadon
Dailey
Kera Capital Partners
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About this Advisor
Jadon Dailey is a financial advisor based in San Jose, California, working with Kera Capital Partners. Jadon has previously held positions at J.P. Morgan Securities LLC, Jpmorgan Chase Bank Na, Morgan Stanley, and Kera Capital Partners. Jadon has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Arizona and Texas. Currently, Jadon is part of Kera Capital Partners, which operates out of San Jose, California. The firm has 2 offices and 11 employees. The firm manages assets totaling $507.6 million and serves high-net-worth clients. The services offered by the firm include 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. The fee structure at Kera Capital Partners includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kera Capital Partners Brokerage Details
$507,593,066
11
568
$893,650
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
Jadon Dailey Work History
Kera Capital Partners
Morgan Stanley
J.P. Morgan Securities LLC
Jpmorgan Chase Bank Na
Disclosures
Please visit the SEC profile of Jadon Dailey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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