Jadon Dailey
Kera Capital · Mesa, Arizona
Jadon Dailey is a fee-only financial advisor at Kera Capital in Mesa, Arizona. Jadon focuses on equity compensation, founders (pre-exit) and estate & legacy planning. Kera Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
Facts
| Firm | Kera Capital |
|---|---|
| Based in | Mesa, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.36B across 1,045 accounts |
| SEC registration | Investment adviser representative in AZ · CRD 5659303 |
| Exams passed | Series 63 (2009) · Series 66 (2016) |
| Firm size | 13 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.keracapital.com |
| Profile |
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Questions about Jadon
Is Jadon Dailey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jadon holds no broker registration, and Kera Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jadon charge for financial advice?
Jadon's firm, Kera Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jadon Dailey based?
Jadon Dailey is based in Mesa, Arizona.
What does Jadon specialize in?
Jadon's specialties include equity compensation, founders (pre-exit), estate & legacy planning and family wealth transfer. Jadon works with founders and executives.
Is Jadon Dailey registered with the SEC?
Yes. Jadon Dailey is registered as an investment adviser representative in AZ (CRD 5659303), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Kera Capital manage?
Kera Capital reports $1.36B across 1,045 accounts in assets under management.
How do I contact Jadon Dailey?
Through Jadon's website, www.keracapital.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
- Kera Capital 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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