Joseph Walker Zambri

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

• 09/2025 → Present
  Ieq Capital
  San Francisco, CA
• 08/2025 → 09/2025
  San Francisco Golf Club
  San Francisco, CA
• 06/2025 → 08/2025
  Unemployed
  Camarillo, CA
• 03/2025 → 06/2025
  La Jolla Country Club
  San Diego, CA
• 01/2015 → 03/2025
  Unemployed
  Camarillo, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-14