Kercheville Advisors LLC

Jeffrey Dabbs is a CFA® charterholder with 17 years of industry experience and has been with Kercheville Advisors LLC since 2013. He holds a Series 63 license and teaches as a professor at the University of Phoenix outside of business hours. Kercheville Advisors LLC manages approximately $465.7 million for a diverse client base, including individuals, institutions, and retirement plans. The firm focuses on equity stock-picking supported by fundamental research and offers discretionary and non-discretionary portfolio management alongside financial planning and pension consulting.

Joshua Kercheville is a CFP® with 13 years of industry experience and is the principal at Kercheville Advisors LLC, where he has worked since 2014. He previously worked at Kercheville & Company from 2008 to 2019. Kercheville Advisors LLC manages approximately $465.7 million across a diverse client base that includes individuals, institutions, pension plans, trusts, and charitable organizations. The firm focuses on equity stock-picking supported by fundamental research and offers discretionary and non-discretionary portfolio management, financial planning, and pension consulting services.

Joe Kercheville is a financial advisor with Kercheville Advisors LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 58 years of industry experience. He previously worked at Kercheville & Company, Inc. for 35 years before joining his current firm in 2014. Outside of advising, he is involved in several non-investment ventures, including ownership of The Lodge at River's Edge and Joshua Creek Ranch, as well as serving as managing partner for other business entities. Kercheville Advisors LLC manages approximately $465.7 million across a diverse client base that includes individuals, institutions, pension and profit-sharing plans, trusts, and charitable organizations. The firm focuses on equity stock-picking supported by internal fundamental research and offers discretionary and non-discretionary portfolio management, financial planning, and pension/retirement plan consulting.