Aaron Ross Price

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

• 04/2016 → 11/2016
  Fisher Investments
  San Mateo, CA
• 11/2016 → 05/2019
  First Republic Securities Company, Llc
  Menlo Park, CA
• 11/2016 → 05/2019
  First Republic Investment Management, Inc
  Menlo Park, CA
• 06/2019 → Present
  Ieq Capital, Llc
  Foster City, CA

Previous Registrations

• 2016-11-15 → 2019-06-04
  J.P. Morgan Private Wealth Advisors Llc
  Menlo Park, CA
  San Francisco, CA
  Palo Alto, CA
• 2016-04-26 → 2016-11-10
  Fisher Investments
  San Mateo, CA
  Plano, TX
• 2009-06-01 → 2012-03-07
  Morgan Stanley
  San Francisco, CA
• 2006-11-27 → 2009-06-01
  Morgan Stanley & Co. Llc
  San Francisco, CA
• 2006-05-04 → 2006-11-20
  Morgan Stanley Dw Inc.
  San Francisco, CA

Other Businesses

(1) I am an associated person of IEQ Capital, LLC. (Firm CRD# 301819), an SEC registered investment adviser. The majority of my time is devoted to activities for IEQ Capital, LLC. (2) REAL ESTATE INVESTMENT PROPERTY FOR RENTAL, I WILL MAKE ALL INVESTMENT RELATED DECISIONS, OWNED IN FAMILY REVOCABLE TRUST - NAS FAMILY TRUST, NOT INVESTMENT RELATED, NOT DURING NORMAL BUSINESS HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2006-05-03

Designations

• Chartered Financial Analyst

Other Names

• Aaron Price