Jean Coletta
Germana Capital · Miami, Florida
Jean Coletta is a fee-only financial advisor at Germana Capital in Miami, Florida. Jean focuses on small business owners and cross-border (US / Canada). Germana Capital reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Cross-border families
- Retirees
Facts
| Firm | Germana Capital |
|---|---|
| Based in | Miami, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Performance-based fees |
| Accepting new clients | Yes |
| Assets under management | $7.4M across 18 accounts |
| SEC registration | Investment adviser representative in FL · CRD 5194051 |
| Exams passed | Series 63 (2006) · Series 65 (2023) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | germanacapital.com |
| Profile |
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Questions about Jean
Is Jean Coletta a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jean holds no broker registration, and Germana Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jean charge for financial advice?
Jean's firm, Germana Capital, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.
Where is Jean Coletta based?
Jean Coletta is based in Miami, Florida.
What does Jean specialize in?
Jean's specialties include small business owners and cross-border (US / Canada). Jean works with founders, executives, cross-border families and retirees.
Is Jean Coletta registered with the SEC?
Yes. Jean Coletta is registered as an investment adviser representative in FL (CRD 5194051), 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 Germana Capital manage?
Germana Capital reports $7.4M across 18 accounts in assets under management.
How do I contact Jean Coletta?
Through Jean's website, germanacapital.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
- Germana 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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