Warren Gerald Jackson
Investment adviser representative at Kukui Tree Capital Management LLC
17 yearsExperience
1 stateRegistered in
CFADesignation
$105.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Kukui Tree Capital Management LLCMay 2024 to now
- Media Wealth, LLCJun 2020 to May 2024
- Adero Partners, LLCAug 2018 to May 2024
- Vista Wealth Management, LLCSep 2017 to Aug 2018
- Bank of New York MellonJul 2009 to Aug 2017
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (CA).
Kukui Tree Capital Management LLC
$105.2MAssets managed
23Clients
1Advisers
Under 1 yearIn 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
- 5282788
- Firm CRD
- 330374