Megan Janiece Herrin

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

• 02/2024 → Present
  Ieq Capital
  Foster City, CA
• 04/2021 → 02/2024
  Svb Private
  San Francisco, CA
• 11/2020 → 04/2021
  Althelas
  Mountain View, CA
• 07/2018 → 10/2020
  Goldman Sachs
  Salt Lake City, UT
• 08/2014 → 05/2017
  Brigham Young University
  Provo, UT
• 08/2017 → 07/2018
  Au Pair
  Nice
• 05/2017 → 08/2018
  Sundance
  Sundance, UT

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-07-22

Other Names

• Megan Herrin