Putting our clients first since 11 November, 2005

For more than 18 years, we’ve been empowering clients by helping them take control of their financial lives. Today, we’re proud to continue to deliver exceptional access to education, resources, and service to help you pursue your goals with confidence.

Philosophy

At Lera Capital, we believe that successful investing is not merely a financial strategy; it's a philosophy that guides your journey toward financial prosperity.

History

Lera Capital is a family-orientated practice with years of combined experience serving clients. Our specialized team in financial planning and investment management enables us to provide personalized services you can trust.

Our Mission

At Lera Capital, our mission is to empower individuals, from seasoned investors to newcomers in the financial world, to achieve their financial dreams and secure their future.

Our Leaders

We are a group of passionate, independent thinkers who never stop exploring new ways to improve trading for the self-directed investor and who don't mind shaking up the status quo to spur change for the better.

Dylan Jackson

President and CEO

Pamela James

Chief Financial Officer

Sean Jacobs

Chief Information Officer

Lera Capital

Lera Capital is an officially registered company.

Our Certificate Learn More

Driven, motivated people who believe that personal engagement, a sense of ownership, and a commitment to investing gives them control over their financial futures

  • Approximately 1,200 financial consultants
  • $117.9 billion enrolled in advisory solutions
  • 100,000+ financial plans provided to date