Unclaimed Profile

Paul Jonathan Dedora

DEDORA CAPITAL, INC.·NAPA, California

SIE, Series 7, Series 9, Series 10, Series 63, Series 65CFPClean record19 years registeredDEDORA CAPITAL, INC.

1600 MAIN STREET, NAPA, CA 94559CRD# 2721762Firm CRD# 177523

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Paul Jonathan Dedora · NAPA, CA

Registration

CRD #2721762 · DEDORA CAPITAL, INC. · 19 years registered

Brand Profile

Not yet started

Career History

DEDORA CAPITAL, INC.

May 2015 – present

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

May 2009 – Jun 2015

NAPA, CA

EDWARD JONES

May 2007 – May 2009

ST HELENA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · May 2, 2007

Years registered · 19

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DEDORA CAPITAL, INC.

CRD 177523 · SEC 801-96227

AUM

$425M

Regulatory assets under management

Employees

1,260 client accounts

Services offered by DEDORA CAPITAL, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DEDORA CAPITAL, INC. →

Introduction

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Frequently Asked Questions

What services does Paul Jonathan Dedora offer?

Paul Jonathan Dedora specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NAPA, California for a consultation.

What are Paul Jonathan Dedora's credentials?

Paul Jonathan Dedora holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Paul Jonathan Dedora located?

Paul Jonathan Dedora is based in NAPA, California, working with DEDORA CAPITAL, INC.. Their office serves clients in the NAPA metropolitan area and surrounding communities.

How does Paul Jonathan Dedora charge for services?

Paul Jonathan Dedora's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DEDORA CAPITAL, INC.?

DEDORA CAPITAL, INC. has approximately 11 employees and manages $425M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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