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Jadon Alexander Dailey

Kera Capital Partners

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About Jadon Alexander Dailey

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.

Firm Information

Jadon Dailey is currently registered with Kera Capital Partners. Kera Capital Partners is an investment advisor based in San Jose, CA with approximately $760.77 million in regulatory assets under management. The firm provides portfolio management for individuals, businesses, pooled investment vehicles, and other investment advisors. Kera Capital Partners primarily serves high-net-worth individuals, corporations, and pooled investment vehicles.
Kera Capital Partners

1760 THE ALAMEDA

SAN JOSE, CA 95126

$760.77M

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jadon Dailey’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jadon Alexander Dailey.
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