Jack Andrew Brooks

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

• 08/2013 → 05/2019
  Micds
  St. Louis, MO
• 08/2019 → 05/2023
  Boston College
  Chestnut Hill, MA
• 07/2023 → 10/2025
  Moneta Group Investment Advisors, Llc
  St. Louis, MO
• 10/2025 → Present
  Ieq Capital
  Los Angeles, CA

Previous Registrations

• 2025-06-16 → 2025-10-10
  Moneta Group Investment Advisors, Llc
  St. Louis, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-06-14