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Jack Leonard Shepard

Ieq Capital, LLC

Foster City, CA

CRD 7623343

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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
CA RA APPROVED 2022-11-19
  • CA RA
    APPROVED
    Since 2022-11-19

Branch Locations

950 Tower Lane 18Th Floor, 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
Sacred Heart Prep High School Atherton CA 08/2014 05/2018
Cu Boulder Boulder CO 07/2018 05/2022
Ieq Capital, Llc Foster City CA 08/2022 Present
  • 08/2014 → 05/2018
    Sacred Heart Prep High School
    Atherton, CA
  • 07/2018 → 05/2022
    Cu Boulder
    Boulder, CO
  • 08/2022 → Present
    Ieq Capital, Llc
    Foster City, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-18
  • S65 Uniform Investment Adviser Law Examination
    2022-11-18

View on SEC IAPD

Nearby Firms

CITIGROUP GLOBAL MARKETS INC.
U.S. BANCORP ADVISORS, LLC
J.P. MORGAN SECURITIES LLC

Nearby Investors

TONY HUNG NGUY
DYLAN BOWSKY
Ronald Timothy Clement

Nearby Offices

CITIGROUP GLOBAL MARKETS INC. · Foster City, CA
U.S. BANCORP ADVISORS, LLC · Foster City, CA
J.P. MORGAN SECURITIES LLC · SAN MATEO, CA

More in Foster City, CA

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