Unclaimed
Jadon Alexander Dailey is an investment advisor representative with Kera Capital Partners. Jadon is a registered investment advisor in Arizona and Texas. Jadon has been in the securities industry since 2009 and has experience with Morgan Stanley and J.P. Morgan Securities LLC. Jadon has experience working with individuals, corporations, and pooled investment vehicles. Jadon specializes in portfolio management, selection of other advisors, and consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
04/07/2022 - Present
Kera Capital Partners (SAN JOSE CA)
AZ
08/19/2016 - 04/12/2022
MORGAN STANLEY (Tempe AZ)
AZ
09/24/2013 - 08/03/2016
J.P. MORGAN SECURITIES LLC (SCOTTSDALE AZ)
AZ
07/11/2011 - 09/06/2013
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
04/30/2009 - 06/16/2011
CHASE INVESTMENT SERVICES CORP. (GOODYEAR AZ)
BOTH
Issued 09/15/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/28/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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