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Financial ADVSR advisor directory · SEC adviser records

Kera Capital Partners financial advisors in San Jose, CA

Every SEC-registered investment adviser representative at a Kera Capital Partners office in San Jose, A to Z.

The short answer

5 registered advisors work at Kera Capital Partners in San Jose, out of 11 at the firm nationwide; it ranks number 28 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Kera Capital Partners advisors in San Jose, A to Z

Every Kera Capital Partners advisor →

Kera Capital Partners advisors in every city and state →Kera Capital Partners: assets, clients and custodians →Advisor Moves: who changed firms this week →

Kera Capital Partners advisors in other cities

Bend, OR 1Daly City, CA 1Los Angeles, CA 1Mesa, AZ 1Mokena, IL 1Sacramento, CA 1

Other firms in San Jose

All San Jose advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 105Wells Fargo Clearing Services, LLC 102Morgan Stanley 78Strategic Advisers LLC 58LPL Financial LLC 48Ameriprise Financial Services, LLC 44J.P. Morgan Securities LLC 34LPL Enterprise, LLC 31Transamerica Financial Advisors, LLC 23RBC Capital Markets, LLC 20UBS Financial Services Inc. 20Osaic Wealth, Inc. 18

Questions

How many financial advisors does Kera Capital Partners have in San Jose?

5 investment adviser representatives are registered at Kera Capital Partners offices in San Jose, California, according to the SEC's Investment Adviser Public Disclosure records, out of 11 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Kera Capital Partners one of the largest advisor employers in San Jose?

Kera Capital Partners ranks number 28 in San Jose by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 105.

How do I check a Kera Capital Partners advisor in San Jose?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Kera Capital Partners office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.