Jadon A. Dailey

KERA CAPITAL PARTNERS

MESA, AZ 85201

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CRD#: 5659303

Professional summary

Jadon Alexander Dailey, who also goes by Jadon A Dailey, is a registered financial advisor currently at KERA CAPITAL PARTNERS located in Mesa, Arizona.

Jadon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Jadon has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jadon A Dailey

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jadon Alexander Dailey's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 7, 2022 - Present

KERA CAPITAL PARTNERS

Office #1: 114 W Main Street Ste 12, Mesa, AZ 85201

RIA

CRD#: 312875

MESA, AZ

Past

September 15, 2016 - April 12, 2022

MORGAN STANLEY

RIA

CRD#: 149777

Tempe, AZ

Past

August 19, 2016 - April 12, 2022

MORGAN STANLEY

CRD#: 149777

Tempe, AZ

Past

September 24, 2013 - August 3, 2016

J.P. MORGAN SECURITIES LLC

CRD#: 79

SCOTTSDALE, AZ

Past

September 15, 2011 - September 6, 2013

USAA FINANCIAL PLANNING SERVICES

RIA

CRD#: 106352

PHOENIX, AZ

Past

July 11, 2011 - September 6, 2013

USAA FINANCIAL ADVISORS, INC.

CRD#: 129035

PHOENIX, AZ

Past

April 30, 2009 - June 16, 2011

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

GOODYEAR, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KERA CAPITAL PARTNERS

KERA CAPITAL PARTNERS | KERA CAPITAL PARTNERS, INC.

CRD#: 312875 / SEC#: 801-120454

RIA

Registered Investment Advisory firm - (3/9/2021 Approved)

California

Registered Investment Advisory firm - (12/23/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(5/4/2022)

IAR

Texas
(4/7/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/15/2016

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/8/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/5/2011

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/28/2009

Investment Company Products/Variable Contracts Representative Examination

Current Firm

KERA CAPITAL PARTNERS

KERA CAPITAL PARTNERS | KERA CAPITAL PARTNERS, INC.

CRD#: 312875 / SEC#: 801-120454

RIA

Registered Investment Advisory firm - (3/9/2021 Approved)

California

Registered Investment Advisory firm - (12/23/2021 Terminated)

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Contact information

Main Address

1760 The Alameda, San Jose, CA 95126

Mailing Address

4101 J Street Suite 230, Sacremento, CA 95819

Phone number

(408) 668-2201

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (12/17/2025)

Regulatory assets under management

Total Number of Accounts	889
AUM (Assets Under Management)	$ 1,069,762,426

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jadon A. Dailey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jadon Alexander Dailey's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORGAN STANLEY

MORGAN STANLEY

J.P. MORGAN SECURITIES LLC

USAA FINANCIAL PLANNING SERVICES

USAA FINANCIAL ADVISORS, INC.

CHASE INVESTMENT SERVICES CORP.

Primary Firm SEC Registration

KERA CAPITAL PARTNERS

State Registrations and Notice Filings

Exams

Series 66

Date: 9/15/2016

Series 63

Date: 5/8/2009

SIE

Date: 10/1/2018

Series 7

Date: 8/5/2011

Series 6

Date: 4/28/2009

Current Firm

KERA CAPITAL PARTNERS

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KERA CAPITAL PARTNERS

TRUST BUT VERIFY

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