Donald Olsen Jesberg

Employer firm

Kcm Investment Advisors CRD 109629

$6.02B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 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

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