Advisor at Kerusso Capital Management, LLC
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Firm
Kerusso Capital Management, LLC
Location
Charlotte, NC
Credentials
Series 65
Industry experience
3 years
Jazmin Gay is a financial advisor at Kerusso Capital Management, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at General Motors and Duke University’s Fuqua School of Business. Kerusso Capital Management provides portfolio management and institutional advisory services to a select group of retail and institutional clients, including trustees of retirement and employee benefit plans. The firm employs a multi-style investment process that incorporates fundamental analysis, long- and short-term strategies, and ESG considerations.
$0 - $10 million: 0.65% Above $10 million - $25 million: 0.55% Above $25 million - $50 million: 0.50% Above $50 million - $100 million: 0.45% Above $100 million+: 0.35%
Fixed component up to 0.10% annually of equity portfolio; performance component capped at 25% of realized alpha on a rolling 3-year basis.
Account minimum: $100,000
Charlotte, NC
North Carolina · Texas
Kerusso Capital Management, LLC
2022 - Present (4 years)
General Motors
2018 - 2022 (4 years)
Unemployed
2017 - 2018 (1 year)
Duke University: Fuqua School of Business
2015 - 2017 (2 years)
Herndon Capital Management
2008 - 2017 (9 years)
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