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Jeremy David Wenner

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
NY RA APPROVED 2026-01-23
CA RA APPROVED 2023-05-11
  • NY RA
    APPROVED
    Since 2026-01-23
  • CA RA
    APPROVED
    Since 2023-05-11

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
Jefferies & Company, Inc San Francisco CA 08/2010 05/2018
First Republic Investment Management, Inc. San Francisco CA 05/2018 05/2023
First Republic Securities Company, Llc San Francisco CA 05/2018 05/2023
Ieq Capital, Llc Foster City CA 05/2023 Present
  • 08/2010 → 05/2018
    Jefferies & Company, Inc
    San Francisco, CA
  • 05/2018 → 05/2023
    First Republic Investment Management, Inc.
    San Francisco, CA
  • 05/2018 → 05/2023
    First Republic Securities Company, Llc
    San Francisco, CA
  • 05/2023 → Present
    Ieq Capital, Llc
    Foster City, CA
Previous Registrations
  • 2018-05-11 → 2023-05-26
    J.P. Morgan Private Wealth Advisors Llc
    San Francisco, CA
  • 2010-08-06 → 2018-05-18
    Leucadia Asset Management Llc
    San Francisco, CA
    New York, NY
  • 2007-03-05 → 2010-08-23
    Thomas Weisel Partners Llc
    San Francisco, CA
  • 2007-01-18 → 2007-03-01
    San Francisco Sentry Investment Group
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-04-21
S63 Uniform Securities Agent State Law Examination 1999-02-04
  • S65 Uniform Investment Adviser Law Examination
    2006-04-21
  • S63 Uniform Securities Agent State Law Examination
    1999-02-04
Other Names
  • Jeremy David Wenner
  • Wenner David Jeremy David

View on SEC IAPD

Other Firms

CITIGROUP GLOBAL MARKETS INC.
U.S. BANCORP ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SUMMITRY, LLC
WELLS FARGO CLEARING SERVICES, LLC
CELESTA
SEMPERVIRENS VENTURES LLC

Other Investors

TONY HUNG NGUY
DYLAN BOWSKY
Ronald Timothy Clement
Tom Gai
Jia Hui Wei
Xiaoyan Zhou
AJANTA BASAK
Mohammad Safariannematabad

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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