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Kevin White Jester

BRAMSHILL INVESTMENTS, LLC·NAPLES, Florida
SIE, Series 7, Series 63Clean recordBRAMSHILL INVESTMENTS, LLC
801 LAUREL OAK DRIVE, NAPLES, FL 34108CRD# 5751886Firm CRD# 162492

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kevin White Jester · NAPLES, FL
Registration
CRD #5751886 · BRAMSHILL INVESTMENTS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
BRAMSHILL INVESTMENTS, LLC
CRD 162492 · SEC 801-74578
AUM
$4.8B
Regulatory assets under management
Employees
30
841 client accounts
Services offered by BRAMSHILL INVESTMENTS, LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
View all advisors at BRAMSHILL INVESTMENTS, LLC →
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Frequently Asked Questions

What services does Kevin White Jester offer?
Kevin White Jester specializes in Investment Management, Wealth Management. Contact their office in NAPLES, Florida for a consultation.
What are Kevin White Jester's credentials?
Kevin White Jester is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin White Jester located?
Kevin White Jester is based in NAPLES, Florida, working with BRAMSHILL INVESTMENTS, LLC. Their office serves clients in the NAPLES metropolitan area and surrounding communities.
How does Kevin White Jester charge for services?
Kevin White Jester's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRAMSHILL INVESTMENTS, LLC?
BRAMSHILL INVESTMENTS, LLC has approximately 30 employees and manages $4.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BRAMSHILL INVESTMENTS, LLC

David Van Houten Hedley
NAPLES, FL
Arthur Robert Degaetano
NAPLES, FL
Stephen Christopher Selver
NAPLES, FL
Mona Nmn Daruwala
NAPLES, FL

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Research
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