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Jadon Alexander Dailey

Kera Capital Partners

Mesa, AZ

San Jose, CA

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Current Employers
Kera Capital Partners

1760 The Alameda, San Jose, CA 95126 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2022-05-04
TX RA APPROVED 2022-04-07
  • AZ RA
    APPROVED
    Since 2022-05-04
  • TX RA
    APPROVED
    Since 2022-04-07

Branch Locations

Mesa, AZ • United States

1760 The Alameda, San Jose, CA 95126 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Tempe AZ 08/2016 04/2022
Kera Capital Partners Mesa AZ 04/2022 Present
Previous Registrations
  • 2016-09-15 → 2022-04-12
    Morgan Stanley
    Menlo Park, CA
    San Francisco, CA
    Tempe, AZ
    Tempe, AZ
    New York, NY
  • 2011-09-15 → 2013-09-06
    Usaa Financial Planning Services
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-09-15
S63 Uniform Securities Agent State Law Examination 2009-05-08
  • S66 Uniform Combined State Law Examination
    2016-09-15
  • S63 Uniform Securities Agent State Law Examination
    2009-05-08
Other Names
  • Jadon A Dailey

View on SEC IAPD

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