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Jeremy Kokemor

Advisor at Right Tail Capital LLC

Updated today
Right Tail Capital LLC logo

Firm

Right Tail Capital LLC

Location

Henrico, VA

Credentials

CFA®, Series 63

Industry experience

10 years

About

Jeremy Kokemor is a CFA® charterholder with 10 years of industry experience. He is the sole advisor at Right Tail Capital LLC, where he has worked since 2022. Prior to this, he was with Thompson, Siegel & Walmsley LLC for five years and Private Advisors LLC for three years. Right Tail Capital provides discretionary investment management and advisory services to individuals, high-net-worth investors, trusts, estates, and business clients. The firm combines fundamental analysis and individualized portfolio construction with a subscription newsletter and a performance-based compensation program.

Client services

Based on Right Tail Capital LLC

Portfolio management Newsletters or periodicals

Expertise

Based on Right Tail Capital LLC

Active portfolio management

Fee options

Percentage

1.25% annually

Performance-based

25% of the annual portfolio performance above 6%, negotiable

Subscriptions

Newsletter subscription fee $300 per year (waivable; clients receive for free)

Location

Henrico, VA

Most active in

Louisiana · Virginia

Work history

Right Tail Capital LLC

2022 - Present (4 years)

Thompson, Siegel & Walmsley LLC

2017 - 2022 (5 years)

Private Advisors LLC

2014 - 2017 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Michael G

Series 63, Series 66

Mechanicsville, VA

Rise Wealth Partners LLC

General retirement planning Income planning General tax planning Business succession planning Charitable giving & philanthropy Founder/Business Owner
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Jb B

Series 63, Series 65

Richmond, VA

J. B. Bryan Financial Group, Inc.

General retirement planning Life insurance needs analysis Long-term care insurance Cash flow / budgeting General tax planning
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Stephen T

Series 63, Series 65

Henrico, VA

Flatiron Wealth Advisors, LLC

Business sale tax planning Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy

Shawn P

CFP®

Richmond, VA

Genuine Wealth Solutions

Wealth is more than just how much you have saved, what you drive, or the square footage of your home. Genuine wealth is the freedom from uncertainty and the purposeful control of our most precious resource, time. I started Genuine Wealth Solutions to provide reliable guidance for driven individuals to reach financial independence and to do so in a way that is transparent and free from conflict of interest. So, whether you're near or in retirement or in the midst of your career, take control of your future with confidence so that you can enjoy today. You deserve this. Let's achieve your financial success together.

General retirement planning Gen Y/Millennials (Born 1980-1995)
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Jeffery S

Series 63, Series 65

Henrico, VA

Plan Sponsor Adviser, LLC

Founder/Business Owner
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Matthew J

CFP®, CFA®, Series 65

Richmond, VA

Noble Hill Planning LLC

Tax-loss harvesting Retirement income strategy Cash flow / budgeting Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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