Best Investors Account Sign in
Inactive

Donald Olsen Jesberg

Kcm Investment Advisors

Greenbrae, CA

Claim This Profile
Current Employers
Kcm Investment Advisors

300 Drakes Landing Road Suite 210, Greenbrae, CA 94904 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-03-23
CA RA APPROVED 2017-09-07
  • TX RA
    APPROVED_RES
    Since 2024-03-23
  • CA RA
    APPROVED
    Since 2017-09-07

Branch Locations

300 Drakes Landing Road Suite 210, Greenbrae, CA 94904 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kcm Investment Advisors Llc Greenbrae CA 11/2006 Present
  • 11/2006 → Present
    Kcm Investment Advisors Llc
    Greenbrae, CA
Other Businesses

1) EJ Interior Design; No; Tiburon, CA; Interior Design; CFO; CFO; April 1992; 5 hours per month; 0 hours per month during securities trading hours; advise on business management; cash flow. 2) Flat Tops Properties LLC; No; Phippsburg, CO; Property Ownership; Partner; Partner; December 2019; 5 hours per month; 0 hours per month during securities trading hours; management of retail property, cash flows, and banking relationships. 3) Flat Tops Ranch Supply LLC; Phippsburg, CO; No; Ranch Supplies, general hardware and lumber; Partner; Partner; December 2019; 5 hours per month; 0 hours per month during securities trading hours; general business advice and solutions. Banking relationships. 4) The Belvedere Cove Foundation; No; San Rafael, CA; Charitable Foundation to provide financial support to sailors; board member; Elected on March 13, 2024; 2 hours spent per month; 0 hour spent per month during securities trading hours; General board participating and governance.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-09-07
S63 Uniform Securities Agent State Law Examination 1981-05-04
  • S65 Uniform Investment Adviser Law Examination
    2017-09-07
  • S63 Uniform Securities Agent State Law Examination
    1981-05-04

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Greenbrae, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor