Jadon Dailey is a registered investment advisor at Kera Capital Partners, based in Mesa, AZ, with 17 years of industry experience. Jadon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Real Estate Investing, and 1 more. Their firm serves 329 clients with $1.4B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
329 clients
Average Client Portfolio
$4.1M average
Assets Under Management
$1.4B
Fee Structure
Minimum Investment:$300K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum annual advisory fee is 1.25%, billed monthly based on the average daily balance. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Mesa, AZ
Get directionsHistory
Regulatory History (1)
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Financial
April 2026Final
Employment History
Current Registrations
Kera Capital Partners
April 2022 - Present · 4 yrs 6 mos
Previous Registrations
Morgan Stanley
September 2016 - April 2022 · 5 yrs 7 mos
Morgan StanleyBroker
August 2016 - April 2022 · 5 yrs 8 mos
J.P. Morgan Securities LLCBroker
September 2013 - August 2016 · 2 yrs 11 mos
USAA Financial Planning Services
September 2011 - September 2013 · 2 yrs
USAA Financial Advisors, INC.Broker
July 2011 - September 2013 · 2 yrs 2 mos
Chase Investment Services CORP.Broker
April 2009 - June 2011 · 2 yrs 2 mos
State Registrations1 state
AZ
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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