Alexander Harris Webb

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

• 01/2020 → 05/2022
  Dimensional Fund Advisors
  Santa Monica, CA
• 06/2018 → 11/2019
  Pfi Advisors
  Hermosa Beach, CA
• 06/2017 → 08/2017
  Mai Capital Management
  Cleveland, OH
• 02/2017 → 04/2018
  Brick Street Bar & Grill
  Oxford, OH
• 08/2014 → 05/2018
  Miami University
  Oxford, OH
• 06/2022 → Present
  Ieq Capital
  Los Angeles, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-10-14
• S63 Uniform Securities Agent State Law Examination
  2020-07-31