Warren Jackson has been President, Founder and Chief Compliance Officer of Kukui Tree Capital Management since February 2024, is a control person of the firm and directly owns 75% or more of it. Warren Jackson studied at Santa Clara University.
Kukui Tree Capital Management LLC is a Palo Alto, CA firm with $105M under management, 23 clients and 1 adviser in one office, as of its June 2026 filing.
Warren Jackson is President and founder of Kukui Tree Capital Management. He has nearly two decades of experience advising high-net-worth individuals, families and executives on financial planning and investment management matters, including positions at boutique advisory firms and major corporations.
Warren Jackson’s longest registration was 5 years at Adero Partners, LLC (2018–2024). Before joining Kukui Tree Capital Management in 2024, Warren Jackson was registered through Media Wealth and Adero Partners, LLC.
- – present · 2 yearsPalo Alto, CA · Adviser representative · Firm CRD 330374
- Media Wealth– · 3 yearsPalo Alto, CA · Adviser representative · Firm CRD 308446
- Adero Partners, LLC– · 5 yearsPalo Alto, CA · Adviser representative · Firm CRD 297808
- Vista Wealth Management, LLC– · under a yearPalo Alto, CA · Adviser representative · Firm CRD 110252
- Stevenson Capital Management, Inc.– · 1 yearCupertino, CA · Adviser representative · Firm CRD 107419
Professional designations
Listed by Kukui Tree Capital Management
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Warren Jackson is registered as an investment adviser representative in California, since May 2024.
- CaliforniaSince 6 May 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 July 2007 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Warren Gerald Jackson
- CRD
- 5282788
- Firm
- Kukui Tree Capital Management · CRD 330374
- Role
- President, Founder and Chief Compliance Officer
- Office
- 2625 MIDDLEFIELD RD, SUITE 476, Palo Alto, CA 94306
- Registration
- Investment adviser registration
- In the industry since
- August 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- kukuitreecapital.com
Where does Warren Jackson work?
Warren Jackson has been President, Founder and Chief Compliance Officer of Kukui Tree Capital Management LLC since February 2024, and is a control person of the firm.
Is Warren Jackson a financial advisor?
Yes. Warren Jackson has a current investment-adviser registration in California, through Kukui Tree Capital Management since May 2024.
How many years of experience does Warren Jackson have?
Warren Jackson has 10 years in the financial industry, since August 2016, across 5 adviser firms.
What exams has Warren Jackson passed?
Warren Jackson passed the Series 65 in July 2007.
Where did Warren Jackson work before Kukui Tree Capital Management?
Before Kukui Tree Capital Management, Warren Jackson was registered through Media Wealth, June 2020 to May 2024; Adero Partners, LLC, August 2018 to May 2024; Vista Wealth Management, LLC, January 2018 to August 2018; Stevenson Capital Management, Inc., July 2007 to December 2008.
Where is Warren Jackson based?
Warren Jackson’s registered office is in Palo Alto, CA.
Is Warren Jackson registered with FINRA?
No. Warren Jackson has no current broker registration.
Is Warren Jackson a CFA charterholder?
Kukui Tree Capital Management lists Warren Jackson with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
Source: Warren Jackson, CFA® biography, kukuitreecapital.com
How can I verify Warren Jackson’s record?
Search CRD 5282788 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Warren Jackson’s full registration record.