Jeffrey Serra
from Obra Capital Management, Llc.
Jeffrey Serra is a financial advisor based in Texas, Austin, with 17 years of experience. Jeffrey currently works for Obra Capital Management, Llc.. Jeffrey maintains a S65 license (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
- Fiduciary duty to act in the best interests of your finances
- Regulated by The Securities and Exchange Commission (SEC)
- Transparent about fees and never take commission when recommending a financial product
Jeffrey Serra works at Obra Capital Management, Llc.
Obra Capital Management, Llc. is a financial advisory firm based in Austin, Texas. It currently has approximately $274,978,396 of assets under management and employs about 91 people. Obra Capital Management, Llc. uses a fee structure of a percentage of assets under your management, performance-based fees and origination fees/conversion premiums.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
8 years
Fee structure
A percentage of assets under your management, performance-based fees and origination fees/conversion premiums
Office location
835 W. 6th Street, Suite 1400, Austin, Texas, 78703
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