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Jesse Jon Wood

Ieq Capital, LLC

Foster City, CA

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Current Employers
Ieq Capital, Llc

950 Tower Lane Suite 1800, Foster City, CA 94404 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2022-01-18
NV RA APPROVED 2021-12-01
UT RA APPROVED 2021-11-18
CT RA APPROVED 2021-11-17
DE RA APPROVED 2021-11-17
MD RA APPROVED 2021-11-17
NC RA APPROVED 2021-11-17
OR RA APPROVED 2021-11-17
TX RA APPROVED 2021-11-17
WA RA APPROVED 2021-11-17
CA RA APPROVED 2021-08-26
CO RA APPROVED 2021-08-26
  • NJ RA
    APPROVED
    Since 2022-01-18
  • NV RA
    APPROVED
    Since 2021-12-01
  • UT RA
    APPROVED
    Since 2021-11-18
  • CT RA
    APPROVED
    Since 2021-11-17
  • DE RA
    APPROVED
    Since 2021-11-17
  • MD RA
    APPROVED
    Since 2021-11-17
  • NC RA
    APPROVED
    Since 2021-11-17
  • OR RA
    APPROVED
    Since 2021-11-17
  • TX RA
    APPROVED
    Since 2021-11-17
  • WA RA
    APPROVED
    Since 2021-11-17
  • CA RA
    APPROVED
    Since 2021-08-26
  • CO RA
    APPROVED
    Since 2021-08-26

Branch Locations

950 Tower Lane Suite 1800, Foster City, CA 94404 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpmorgan Chase Bank Na Palo Alto CA 09/2017 08/2019
Bbr Partners San Francisco CA 09/2019 08/2021
T3 Advisors Palo Alto CA 04/2015 09/2017
Ieq Capital, Llc Foster City CA 08/2021 Present
  • 09/2017 → 08/2019
    Jpmorgan Chase Bank Na
    Palo Alto, CA
  • 09/2019 → 08/2021
    Bbr Partners
    San Francisco, CA
  • 04/2015 → 09/2017
    T3 Advisors
    Palo Alto, CA
  • 08/2021 → Present
    Ieq Capital, Llc
    Foster City, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-11-17
S63 Uniform Securities Agent State Law Examination 2017-12-04
  • S65 Uniform Investment Adviser Law Examination
    2020-11-17
  • S63 Uniform Securities Agent State Law Examination
    2017-12-04
Other Names
  • Jesse J Wood
  • Jesse Wood

View on SEC IAPD

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Tom Gai
Jia Hui Wei
Xiaoyan Zhou
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Other Offices

CITIGROUP GLOBAL MARKETS INC. · Foster City, CA
U.S. BANCORP ADVISORS, LLC · Foster City, CA
J.P. MORGAN SECURITIES LLC · SAN MATEO, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FOSTER CITY, CA
SUMMITRY, LLC · FOSTER CITY, CA
J.P. MORGAN SECURITIES LLC · FOSTER CITY, CA
WELLS FARGO CLEARING SERVICES, LLC · FOSTER CITY, CA
CELESTA · SAN MATEO, CA

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