Joseph Anthony Sera

Employer firm

Sera Capital Management, LLC CRD 120896

$114M regulatory AUM 105 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → Present
  Jtm, Inc.
  Annapolis, MD
• 03/2019 → 04/2021
  Sera Capital Management, Llc
  Annapolis, MD
• 04/2021 → Present
  Sera Capital Management, Llc
  Annapolis, MD

Other Businesses

Business Name: JTM, Inc. / Not investment-related / Address: 8684 Veterans Hwy, #203, Millersville, MD 21108 / Nature of Business: Sales and leasing of commercial real estate / Title & Relationship: President & Owner / Start Date: June 2016 / Hours per Month: 15 to 20 / Hours During Trading Hours: 0 / Duties: Showing properties to prospective clients

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-04-19