G-woon Choe
Investment adviser representative at Kera Capital Partners
11 yearsExperience
3 statesRegistered in
$1.4BFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Kera Capital PartnersMar 2021 to now
- Kera Capital Partner, Inc.Mar 2021 to now
- Guggenheim Funds Distributors, LLCMay 2015 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 3 states (CA, TX, UT).
Kera Capital Partners
Legal name: Kera Capital Partners, Inc.
$1.4BAssets managed
329Clients
12Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4626417
- Firm CRD
- 312875