G-woon Choe

Kera Capital Partners

20 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningHigh Net Worth

Kera Capital Partners

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

11 advisors

Number of Clients

282 clients

Average Client Portfolio

$2.9M average

Assets Under Management

$808.1M

Fee Structure

Minimum Investment:$300K

Financial Planning:Investment management only

Location

1760 the Alameda, San Jose, CA, 95126

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Kera Capital Partners

March 2021 - Present · 4 yrs 11 mos

Previous Registrations

Guggenheim Funds Distributors, LLCBroker

May 2015 - December 2020 · 5 yrs 7 mos

Marram Investment Management, LLC

July 2014 - May 2015 · 10 mos

Protected Investors of AmericaBroker

January 2014 - May 2014 · 4 mos

Jackson National Life Distributors LLCBroker

March 2008 - July 2013 · 5 yrs 4 mos

Allianz Life Financial Services, LLCBroker

December 2006 - March 2008 · 1 yr 3 mos

Planco Financial Services, LLCBroker

February 2005 - December 2006 · 1 yr 10 mos

Van Kampen Funds INC.Broker

May 2004 - February 2005 · 9 mos

Banc One Securities CorporationBroker

January 2004 - May 2004 · 4 mos

State Registrations3 states

CATXUT

Advisor

Exams

No exam information available for this advisor.