Capital Ideas

James Jacobson is a financial advisor at Capital Ideas with 13 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at JP Morgan Securities, LLC and Strategic Portfolio Managers. Outside of his advisory work, Jacobson is a partner in a business consulting firm and is connected to a franchised bakery through family ownership. Capital Ideas provides discretionary portfolio management and advisory services to individuals, trusts, estates, retirement plans, and other entities. The firm employs a combination of fundamental and technical analysis and offers custom portfolios as well as third-party manager selection and subadvisory services.

Andrew Kerai is a CFA® charterholder with eight years of industry experience. He is currently with Bearing Financial Advisors, LLC and Capital Ideas, having previously worked at RiverNorth Capital Management, LLC. Outside of his advisory roles, he is a managing partner at Alpha Capital Dallas LLC, a member of the Forbes Finance Council, and serves as a CFA instructor. Bearing Financial Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, family partnerships, trusts, and small-business retirement plans. The firm employs a multi-asset approach that includes fundamental and technical analysis and operates several factor-driven equity models.

Karen Burns is a financial advisor with Capital Ideas in Dallas, TX, holding a Series 63 designation and 31 years of industry experience. She has worked at Capital Ideas since 1995 and has held roles at Alliance Financial Group, Rhodes Securities, and Bearing Financial Advisors. Burns is also a minority owner of Alpha Capital Dallas LLC. Capital Ideas provides discretionary portfolio management and advisory services to individuals, trusts, estates, retirement plans, and other entities, offering custom portfolios that include stocks, bonds, options, ETFs, and mutual funds. The firm integrates fundamental and technical analysis with proprietary trading models, provides ongoing due diligence on third-party managers, and delivers model portfolios and subadvisory services to other registered investment advisers.

John Edwards is a CFA® charterholder with 23 years of industry experience. He is currently an advisor at Capital Ideas and has previously worked at Principal Street Partners, Edward Jones, ATLAS Infrastructure, and Credit Suisse Securities. Outside of his advisory role, Edwards is involved in book publishing through JJJ Cube 88 Publishing LLC. Capital Ideas provides discretionary portfolio management and advisory services to individuals, trusts, estates, retirement plans, and other entities, with an investment approach that integrates fundamental and technical analysis, proprietary trading models, and periodic rebalancing. The firm also offers third-party manager selection, model portfolios, and subadvisory services to other registered investment advisers.

Clifford Brott Jr. is a CFP® with 54 years of experience in the financial industry. He has been with Capital Ideas since 1995 and also worked at Alliance Financial Group, Inc. and Rhodes Securities, Inc. Brott serves as a board member for the Network of Community Ministries, a social services organization in Richardson, Texas. Capital Ideas provides discretionary portfolio management and advisory services to individuals, trusts, estates, and retirement plans, utilizing a combination of fundamental and technical analysis along with proprietary trading models. The firm also offers third-party manager selection, model portfolios, and subadvisory services to other registered investment advisers.