Jadon
Dailey
Kera Capital Partners
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About this Advisor
Jadon Dailey is a financial advisor working in San Jose, California who has 1 year of industry experience. Dailey is on the advisory team at Kera Capital Partners. The advisor has gained experience at Usaa Financial Advisors, Inc, Usaa Financial Planning Services, J.P. Morgan Securities LLC, Jpmorgan Chase Bank Na, Morgan Stanley and Kera Capital Partners. Dailey holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and is able to serve investors in Arizona and Texas. Kera Capital Partners is a registered investment business based out of San Jose, CA. It has offices in 11 locations and a total of nine advisors. It oversees $167 million in total assets between its 420 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 420 customer accounts, 79% belong to high-net-worth clients who have more than $1 million in investable assets. The business provides a number of services, including 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. Financial advisory fee schedules largely are based on the type of services. Fees billed by Kera Capital Partners may include 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
Jadon Dailey Work History
Jadon has been registered as a financial advisor for 1 years.*
Kera Capital Partners
Morgan Stanley
J.P. Morgan Securities LLC
Jpmorgan Chase Bank Na
Usaa Financial Advisors, Inc
Usaa Financial Planning Services
*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 Jadon Dailey 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
Mokena, IL
San Jose, CA
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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