Jeffrey Spagnola
Kera Capital · San Jose, California
Jeffrey Spagnola is a fee-only financial advisor at Kera Capital in San Jose, California. Jeffrey 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 | San Jose, California |
| 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 OR · CRD 7929112 |
| Exams passed | Series 65 (2024) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.keracapital.com |
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Questions about Jeffrey
Is Jeffrey Spagnola a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey 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 Jeffrey charge for financial advice?
Jeffrey's firm, Kera Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jeffrey Spagnola based?
Jeffrey Spagnola is based in San Jose, California.
What does Jeffrey specialize in?
Jeffrey's specialties include equity compensation, founders (pre-exit), estate & legacy planning and family wealth transfer. Jeffrey works with founders and executives.
Is Jeffrey Spagnola registered with the SEC?
Yes. Jeffrey Spagnola is registered as an investment adviser representative in OR (CRD 7929112), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kera Capital manage?
Kera Capital reports $1.36B across 1,045 accounts in assets under management.
How do I contact Jeffrey Spagnola?
Through Jeffrey'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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