Ian David Linford

Employer firm

Ieq Capital, LLC CRD 301819

$56.8B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → 05/2019
  First Republic Securities Company, Llc
  Menlo Park, CA
• 06/2019 → Present
  Ieq Capital, Llc
  Foster City, CA

Previous Registrations

• 2013-01-07 → 2019-06-04
  J.P. Morgan Private Wealth Advisors Llc
  San Francisco, CA
  Palo Alto, CA
• 2011-08-26 → 2013-02-01
  Luminous Capital, Llc
  Portola Valley, CA
  Menlo Park, CA
  Los Angeles, CA

Other Businesses

(1) Name: Elizabeth F. Gamble Garden Address: 1431 Waverly Street, Palo Alto, CA 94301 Investment-related: Yes Nature of the business: a non-profit endowment maintaining a donated open space in Palo Alto Role: Member of the Investment Committee Start Date: January 26, 2017 Description of duties: I will not be directly providing investment advice. The Investment Committee hires an independent investment adviser to manage the endowment assets Number of hours each month: 1 hour Number of hours during trading: None (2) Name: International School of the Peninsula Address: 151 Laura Lane, Palo Alto, CA 94303 Investment-Related: Yes Title: Member of the Investment Committee Start Date: 2015 Description of Duties: ORGANIZATION'S INVESTMENTS MANAGED BY A THIRD PARTY INVESTMENT ADVISER ON A DISCRETIONARY BASIS. INVESTMENT COMMITTEE MEMBERS DEFINE INVESTMENT OBJECTIVES, BUT MAKE NO INVESTMENT DECISIONS. Number of hours each month: 3 hours per quarter Number of hours during trading: 1 hour

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-01-24
• S65 Uniform Investment Adviser Law Examination
  2011-08-25