Donald Jesberg
KCM Investment Advisors · Greenbrae, California
Donald Jesberg is a fee-only financial advisor at KCM Investment Advisors in Greenbrae, California. Donald focuses on retirement planning. KCM Investment Advisors reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | KCM Investment Advisors |
|---|---|
| Based in | Greenbrae, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $6.02B across 3,432 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 724580 |
| Exams passed | Series 63 (1981) · Series 65 (2017) |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | www.kcmadvisors.com |
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Questions about Donald
Is Donald Jesberg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Donald holds no broker registration, and KCM Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Donald charge for financial advice?
Donald's firm, KCM Investment Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Donald Jesberg based?
Donald Jesberg is based in Greenbrae, California.
What does Donald specialize in?
Donald's specialties include retirement planning. Donald works with ultra high net worth.
Is Donald Jesberg registered with the SEC?
Yes. Donald Jesberg is registered as an investment adviser representative in CA and TX (CRD 724580), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does KCM Investment Advisors manage?
KCM Investment Advisors reports $6.02B across 3,432 accounts in assets under management.
How do I contact Donald Jesberg?
Through Donald's website, www.kcmadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- KCM Investment Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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