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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Spagnola is an Investment Advisor Representative at Kera Capital Partners, with offices in San Jose, CA and Bend, OR. Jeffrey has over 10 years of experience in the financial services industry. He is a Series 65 licensed Investment Advisor Representative, and his professional experience spans diverse roles at companies like SalesLoft, Genemod, Cascapes Landworks, and Omni Tax Solutions. Jeffrey specializes in providing investment advice to individuals, businesses, and pooled investment vehicles. He is committed to helping clients achieve their financial goals through customized investment strategies.
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.
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CA
08/06/2024 - Present
Kera Capital Partners (SAN JOSE CA)
IA
Issued 08/06/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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