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Kevin White Jester

BRAMSHILL INVESTMENTS, LLC·NAPLES, Florida
Unclaimed Profile
801 LAUREL OAK DRIVE, NAPLES, FL 34108CRD# 5751886Firm CRD# 162492
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About

Kevin White Jester is a registered financial advisor based in NAPLES, Florida, affiliated with BRAMSHILL INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
BRAMSHILL INVESTMENTS, LLC
BRAMSHILL INVESTMENTS, LLC
AUM
$4.8B
Regulatory assets under management
Employees
30
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5751886
Firm CRD# 162492
No disclosures on file
View on FINRA BrokerCheck →

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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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