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Jack Burns

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
CA RA APPROVED 2025-05-21
  • CA RA
    APPROVED
    Since 2025-05-21

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
University Of Iowa Iowa City IA 05/2015 05/2019
Epiq Capital Group,Llc San Francisco CA 05/2019 04/2024
First Analysis Securities Corporation Chicago IL 06/2017 08/2017
J.P. Morgan Private Bank Minneaplois MN 06/2018 08/2018
Aspen Grove Capital, Llc Englewood CO 04/2024 Present
  • 05/2015 → 05/2019
    University Of Iowa
    Iowa City, IA
  • 05/2019 → 04/2024
    Epiq Capital Group,Llc
    San Francisco, CA
  • 06/2017 → 08/2017
    First Analysis Securities Corporation
    Chicago, IL
  • 06/2018 → 08/2018
    J.P. Morgan Private Bank
    Minneaplois, MN
  • 04/2024 → Present
    Aspen Grove Capital, Llc
    Englewood, CO
Previous Registrations
  • 2024-05-09 → 2025-01-08
    Aspen Grove Capital, Llc
    Avon, CO
    Englewood, CO
  • 2021-05-06 → 2024-04-04
    Epiq Capital Group, Llc
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-05-05
  • S65 Uniform Investment Adviser Law Examination
    2021-05-05

View on SEC IAPD

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Ronald Timothy Clement
Tom Gai
Jia Hui Wei
Xiaoyan Zhou
AJANTA BASAK
Mohammad Safariannematabad

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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