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Jeffrey Spagnola

Kera Capital Partners

San Jose, CA

Bend, OR

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Current Employers
Kera Capital Partners

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2024-08-06
  • OR RA
    APPROVED
    Since 2024-08-06

Branch Locations

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

Bend, OR • 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
Kera Capital Partners San Jose CA 03/2024 Present
Salesloft Inc. Atlanta GA 03/2022 09/2023
Genemod Seattle WA 03/2021 11/2021
Cascapes Landworks Bend OR 04/2020 11/2020
Mt Bachelor Bend OR 11/2019 03/2020
Zen Planner Highlands Ranch CO 02/2016 04/2019
Unemployed Bend OR 05/2019 10/2019
Unemployed Bend OR 12/2020 03/2021
Unemployed Bend OR 12/2021 02/2022
Unemployed Bend OR 10/2023 02/2024
  • 03/2024 → Present
    Kera Capital Partners
    San Jose, CA
  • 03/2022 → 09/2023
    Salesloft Inc.
    Atlanta, GA
  • 03/2021 → 11/2021
    Genemod
    Seattle, WA
  • 04/2020 → 11/2020
    Cascapes Landworks
    Bend, OR
  • 11/2019 → 03/2020
    Mt Bachelor
    Bend, OR
  • 02/2016 → 04/2019
    Zen Planner
    Highlands Ranch, CO
  • 05/2019 → 10/2019
    Unemployed
    Bend, OR
  • 12/2020 → 03/2021
    Unemployed
    Bend, OR
  • 12/2021 → 02/2022
    Unemployed
    Bend, OR
  • 10/2023 → 02/2024
    Unemployed
    Bend, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-06
  • S65 Uniform Investment Adviser Law Examination
    2024-08-06

View on SEC IAPD

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Other Offices

J.P. MORGAN SECURITIES LLC · SAN JOSE, CA
PFG ADVISORS · San Jose, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN JOSE, CA
WELLS FARGO CLEARING SERVICES, LLC · SAN JOSE, CA
J.P. MORGAN SECURITIES LLC · SAN JOSE, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN JOSE, CA
EQUITABLE ADVISORS, LLC · CAMPBELL, CA
ROLO VENTURES MANAGEMENT LLC · SAN JOSE, CA

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