Jennifer Howard O'neal

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:

Current Employers

Ieq Capital, Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-03-03

TX RA
APPROVED

Since 2025-03-03

Branch Locations

3131 Mckinney Avenue, Dallas, TX 75204 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Epiq Capital Group, Llc	Dallas	TX	06/2023	02/2025
Anchor Capital Gp	Dallas	TX	04/2021	03/2023
Mkjo Capital Consulting	Dallas	TX	04/2020	03/2021
S. Brown Capital	Dallas	TX	03/2018	03/2020
Halo Home	Dallas	TX	01/2015	02/2018
Unemployed	Dallas	TX	04/2023	05/2023
Ieq Capital, Llc	San Francisco	CA	02/2025	Present

06/2023 → 02/2025

Epiq Capital Group, Llc

Dallas, TX
04/2021 → 03/2023

Anchor Capital Gp

Dallas, TX
04/2020 → 03/2021

Mkjo Capital Consulting

Dallas, TX
03/2018 → 03/2020

S. Brown Capital

Dallas, TX
01/2015 → 02/2018

Halo Home

Dallas, TX
04/2023 → 05/2023

Unemployed

Dallas, TX
02/2025 → Present

Ieq Capital, Llc

San Francisco, CA

Previous Registrations

2024-01-28 → 2025-02-28

Epiq Capital Group, Llc

San Francisco, CA

Dallas, TX

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-01-25

S65 Uniform Investment Adviser Law Examination

2024-01-25

Other Names

Jeniffer O'NEal

View on SEC IAPD