Sharon Khan has been an investment adviser representative at DeDora Capital since July 2022, and is not listed among the firm’s executive officers or direct owners. Sharon Khan holds a BA in Economics from the University of California, Los Angeles.
Dedora Capital, Inc. is a Napa, CA firm with $551M under management, 467 clients and 4 advisers in one office, as of its March 2026 filing.
Sharon Khan is Director of Financial Planning and Financial Advisor & Portfolio Manager of DeDora Capital. Before working at DeDora Capital she was a Tax Advisor at Montgomery Taylor Wealth Management, and before that a Tax Consultant at Deloitte.
Sharon Khan’s longest registration is the current one, 4 years at DeDora Capital since 2022. Before joining DeDora Capital in 2022, Sharon Khan was registered through Montgomery Taylor Wealth Management.
- Montgomery Taylor Wealth Management– · 1 yearSanta Rosa, CA · Adviser representative · Firm CRD 121987
Professional designations
Listed by DeDora Capital
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
Investment adviser representative registrations
Sharon Khan is registered as an investment adviser representative in California, since July 2022.
- CaliforniaSince 26 July 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 April 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Sharon Christine Khan
- CRD
- 7360814
- Firm
- DeDora Capital · CRD 177523
- Office
- 1600 MAIN STREET, Napa, CA 94559
- Registration
- Investment adviser registration
- In the industry since
- May 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- dedoracapital.com
Where does Sharon Khan work?
Sharon Khan is an investment adviser representative registered through Dedora Capital, Inc. since July 2022, and is not listed among the firm’s executive officers or direct owners.
Is Sharon Khan a financial advisor?
Yes. Sharon Khan has a current investment-adviser registration in California, through DeDora Capital since July 2022.
How many years of experience does Sharon Khan have?
Sharon Khan has 5 years in the financial industry, since May 2021, across 2 adviser firms.
What exams has Sharon Khan passed?
Sharon Khan passed the Series 65 in April 2021.
Where did Sharon Khan work before DeDora Capital?
Before DeDora Capital, Sharon Khan was registered through Montgomery Taylor Wealth Management, April 2021 to July 2022.
Where is Sharon Khan based?
Sharon Khan’s registered office is in Napa, CA.
Is Sharon Khan registered with FINRA?
No. Sharon Khan has no current broker registration.
Is Sharon Khan a CFP?
DeDora Capital lists Sharon Khan with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Sharon Khan’s record?
Search CRD 7360814 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sharon Khan’s full registration record.
