Brendon Makana Kempin

Employer firm

Cynosure Portfolio Advisors LLC CRD 337747

$5.78M regulatory AUM 16 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 07/2018 → 05/2019
  First Republic Investment Management, Inc.
  Palo Alto, CA
• 08/2014 → 05/2018
  University Of Notre Dame
  South Bend, IN
• 08/2018 → 05/2019
  First Republic Securities Company, Llc
  Palo Alto, CA
• 06/2019 → 05/2026
  Ieq Capital, Llc
  Foster City, CA
• 05/2026 → Present
  Cynsosure Portfolio Advisors Llc
  Salt Lake City, UT

Previous Registrations

• 2019-06-11 → 2026-05-08
  Ieq Capital, Llc
  Foster City, CA
• 2019-02-11 → 2019-06-04
  J.P. Morgan Private Wealth Advisors Llc
  Palo Alto, CA

Exams

• S66 Uniform Combined State Law Examination
  2019-02-11