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Inactive

Jarrett Mattew Bare

Ieq Capital, LLC

Foster City, CA

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Current Employers
Ieq Capital, Llc

950 Tower Lane Suite 1800, Foster City, CA 94404 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-31
  • CA RA
    APPROVED
    Since 2025-01-31

Branch Locations

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
Scotts Valley High School Scotts Valley CA 08/2015 06/2019
Unemployed Scotts Valley CA 07/2019 08/2019
University Of San Diego San Diego CA 08/2019 06/2022
Lofty San Diego CA 06/2021 12/2021
Dunham & Associates Investment Counsel, Inc. San Diego CA 03/2022 05/2022
Unemployed San Diego CA 05/2022 08/2022
Mercer Advisors Denver CO 08/2022 05/2023
Unemployed Denver CO 05/2023 11/2023
Beacon Pointe Advisors Newport Beach CA 11/2023 01/2025
Ieq Capital, Llc Foster City CA 01/2025 Present
  • 08/2015 → 06/2019
    Scotts Valley High School
    Scotts Valley, CA
  • 07/2019 → 08/2019
    Unemployed
    Scotts Valley, CA
  • 08/2019 → 06/2022
    University Of San Diego
    San Diego, CA
  • 06/2021 → 12/2021
    Lofty
    San Diego, CA
  • 03/2022 → 05/2022
    Dunham & Associates Investment Counsel, Inc.
    San Diego, CA
  • 05/2022 → 08/2022
    Unemployed
    San Diego, CA
  • 08/2022 → 05/2023
    Mercer Advisors
    Denver, CO
  • 05/2023 → 11/2023
    Unemployed
    Denver, CO
  • 11/2023 → 01/2025
    Beacon Pointe Advisors
    Newport Beach, CA
  • 01/2025 → Present
    Ieq Capital, Llc
    Foster City, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-24
  • S65 Uniform Investment Adviser Law Examination
    2025-01-24
Other Names
  • Jarrett Matthew Bare

View on SEC IAPD

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Other Offices

CITIGROUP GLOBAL MARKETS INC. · Foster City, CA
U.S. BANCORP ADVISORS, LLC · Foster City, CA
J.P. MORGAN SECURITIES LLC · SAN MATEO, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FOSTER CITY, CA
SUMMITRY, LLC · FOSTER CITY, CA
J.P. MORGAN SECURITIES LLC · FOSTER CITY, CA
WELLS FARGO CLEARING SERVICES, LLC · FOSTER CITY, CA
CELESTA · SAN MATEO, CA

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