Adam Breckenridge Beard

Current Employers

Employment History

• 06/2010 → 05/2018
  Jefferies & Company, Inc.
  Boston, MA
• 05/2018 → 05/2023
  First Republic Investment Management, Inc.
  Boston, MA
• 05/2018 → 05/2023
  First Republic Securities Company, Llc
  Boston, MA
• 05/2023 → Present
  Ieq Capital, Llc
  Foster City, CA

Previous Registrations

• 2018-05-21 → 2023-05-26
  J.P. Morgan Private Wealth Advisors Llc
  Boston, MA
  Boston, MA
• 2013-09-30 → 2018-05-18
  Leucadia Asset Management Llc
  Boston, MA
  New York, NY

Other Businesses

Name: Boston Youth Symphony Orchestra Address: 855 Commonwealth Ave., Boston, MA 02215 Investment-related: No Nature of the business: BYSO is a youth orchestra based in Boston. Role: Board Member Start Date: 08/09/2022 Description of duties: Serving on the Board as a member of the Development Committee. Number of hours each month: 1-2 hours per month Number of hours during trading: 0 2) I am a registered representative of First Republic Securities Company, LLC, a SEC and FINRA registered broker-dealer. I am an employee of First Republic Investment Management, Inc. (Firm CRD# 108559), an SEC registered investment adviser. The majority of my time is devoted to activities for First Republic Investment Management, Inc. First Republic Securities Company, LLC and First Republic Investment Management, Inc. are owned by JP Morgan Chase Bank N.A.

Exams

• S66 Uniform Combined State Law Examination
  2013-09-25
• S63 Uniform Securities Agent State Law Examination
  2006-09-21

Other Names

• Adam Breckenridge Beard
• Beard Breckenridge Adam Breckenridge