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Jeffrey Spagnola

1 Year of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningHigh Net Worth
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
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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.

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Employment History
Current Registrations
Kera Capital Partners
August 2024 - Present · 1 yr 6 mos
State Registrations1 state
OR
Advisor
Exams
No exam information available for this advisor.