Jeffrey S Westsmith

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

• 01/2013 → 04/2017
  First Republic Securities Company, Llc
  Los Angeles, CA
• 04/2017 → 05/2019
  First Republic Securities Company, Llc
  Menlo Park, CA
• 04/2017 → 05/2019
  First Republic Investment Management, Inc.
  Menlo Park, CA
• 06/2019 → Present
  Ieq Capital, Llc
  Foster City, CA

Previous Registrations

• 2013-01-07 → 2019-06-04
  J.P. Morgan Private Wealth Advisors Llc
  San Francisco, CA
  Menlo Park, CA
  Palo Alto, CA
• 2008-06-12 → 2013-02-01
  Luminous Capital, Llc
  Portola Valley, CA
  Los Angeles, CA
• 2007-02-19 → 2008-05-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-01-10
• S66 Uniform Combined State Law Examination
  2007-02-16

Designations

• Chartered Financial Analyst