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RIA / WealthAdvisorChartered Financial Analyst19 years in industry

WARREN GERALD JACKSON

Advisor at KUKUI TREE CAPITAL MANAGEMENT LLC

PALO ALTO, CA

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Search this name across graphsid dfx:ria:a61de23e-387c-723a-5002-dd09451843c8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jul 19, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: KUKUI TREE CAPITAL MANAGEMENT LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 18, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S65
First exam: Jul 18, 2007
First registration: Jul 19, 2007
Dual registered: no
Other names: WARREN JACKSON
IAPD individual key: 5282788

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
KUKUI TREE CAPITAL MANAGEMENT LLC	Independent wealth	May 6, 2024	n/a	yes	PALO ALTO, CA	Current employment
MEDIA WEALTH	Former SEC adviser	Jun 16, 2020	May 3, 2024	no	Palo Alto, CA\|Palo Alto, CA\|WALNUT CREEK, CA\|Palo Alto, CA	Previous registration
ADERO PARTNERS, LLC	Former SEC adviser	Aug 14, 2018	May 3, 2024	no	Palo Alto, CA\|Palo Alto, CA\|Palo Alto, CA\|WALNUT CREEK, CA	Previous registration
VISTA WEALTH MANAGEMENT, LLC	Former SEC adviser	Jan 25, 2018	Aug 13, 2018	no	PALO ALTO, CA	Previous registration
STEVENSON CAPITAL MANAGEMENT, INC.	n/a	Jul 19, 2007	Dec 31, 2008	no	CUPERTINO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ADERO PARTNERS, LLC	MEDIA WEALTH	May 3, 2024	Jun 16, 2020	-1,417	Channel change	Other
MEDIA WEALTH	KUKUI TREE CAPITAL MANAGEMENT LLC	May 3, 2024	May 6, 2024	3	Firm change	RIA to RIA
VISTA WEALTH MANAGEMENT, LLC	ADERO PARTNERS, LLC	Aug 13, 2018	Aug 14, 2018	1	Firm change	RIA to new firm
STEVENSON CAPITAL MANAGEMENT, INC.	VISTA WEALTH MANAGEMENT, LLC	Dec 31, 2008	Jan 25, 2018	3,312	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
110252:297808:CA:2018-08-13	Aug 13, 2018	Aug 14, 2018	PALO ALTO, CA	Firm change

Relationships

Registered with (5)

→ KUKUI TREE CAPITAL MANAGEMENT LLCRegistered adviserregistration: current employment
May 6, 2024 to presentfactForm ADV
→ ADERO PARTNERS, LLCRegistered adviserregistration: previous registration
Aug 14, 2018 to May 3, 2024factForm ADV
→ MEDIA WEALTHRegistered adviserregistration: previous registration
Jun 16, 2020 to May 3, 2024factForm ADV
→ VISTA WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 25, 2018 to Aug 13, 2018factForm ADV
→ STEVENSON CAPITAL MANAGEMENT, INC.Registered adviserregistration: previous registration
Jul 19, 2007 to Dec 31, 2008factForm ADV

Dated events

Occurred
May 3, 2024
Advisor changed firm
Warren Gerald Jackson left Media Wealth for Kukui Tree Capital Management Llc (registered 2024-05-06)
Form ADVobserved 6 days ago