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Chase Anthony Garbers

Ieq Capital, LLC

Foster City, CA

Dallas , TX

CRD 8136291

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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

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-30
  • CA RA
    APPROVED
    Since 2026-06-30

Branch Locations

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

3131 Mckinney Ave, Dallas , TX 75204 • 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
Beacon Pointe Advisors, Llc Plano TX 06/2025 06/2026
United Football League Dallas TX 02/2024 07/2024
National Football League Las Vegas NV 04/2022 02/2024
University Of California Berkeley Berkeley CA 06/2017 12/2021
Unemployed Berkeley CA 01/2022 03/2022
Corona Del Mar High School Newport Beach CA 09/2013 06/2017
Unemployed Newport Beach CA 07/2024 05/2025
Ieq Capital, Llc Dallas TX 06/2026 Present
  • 06/2025 → 06/2026
    Plano, TX
  • 02/2024 → 07/2024
    United Football League
    Dallas, TX
  • 04/2022 → 02/2024
    National Football League
    Las Vegas, NV
  • 06/2017 → 12/2021
    University Of California Berkeley
    Berkeley, CA
  • 01/2022 → 03/2022
    Unemployed
    Berkeley, CA
  • 09/2013 → 06/2017
    Corona Del Mar High School
    Newport Beach, CA
  • 07/2024 → 05/2025
    Unemployed
    Newport Beach, CA
  • 06/2026 → Present
    Dallas, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-29
S63 Uniform Securities Agent State Law Examination 2025-01-30
  • S65 Uniform Investment Adviser Law Examination
    2025-04-29
  • S63 Uniform Securities Agent State Law Examination
    2025-01-30

View on SEC IAPD

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