Best Investors Account Sign in
Inactive

Rachel Alexandra Elliott

Ieq Capital, LLC

Houston, TX

Foster City, CA

CRD 6371280

Claim This Profile
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
CO RA APPROVED 2026-03-16
CA RA APPROVED 2026-03-13
NY RA APPROVED 2026-03-13
TX RA APPROVED 2026-03-13
  • CO RA
    APPROVED
    Since 2026-03-16
  • CA RA
    APPROVED
    Since 2026-03-13
  • NY RA
    APPROVED
    Since 2026-03-13
  • TX RA
    APPROVED
    Since 2026-03-13

Branch Locations

Houston, TX • United States

950 Tower Lane Suite 1800, Foster City, CA 94404 • 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
Jpmorgan Chase Bank Na Houston TX 08/2016 10/2022
Jpmorgan Securities Llc Houston TX 10/2022 Present
Ieq Capital, Llc Houston TX 03/2026 Present
  • 08/2016 → 10/2022
    Jpmorgan Chase Bank Na
    Houston, TX
  • 10/2022 → Present
    Jpmorgan Securities Llc
    Houston, TX
  • 03/2026 → Present
    Ieq Capital, Llc
    Houston, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-12
  • S66 Uniform Combined State Law Examination
    2023-01-12
Other Names
  • Rachel Alexandra Elliott
  • Rachel Elliott

View on SEC IAPD

More in Houston, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor