Reed Patrick Bailey

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

• 06/2020 → 06/2026
  Morgan Stanley Smith Barney Llc
  West Des Moines, IA
• 08/2016 → 05/2020
  Drake University
  Des Moines, IA
• 11/2017 → 05/2018
  Tarbell & Co., Plc
  Des Moines, IA
• 05/2018 → 05/2019
  Hdh Advisors, Llc
  Des Moines, IA
• 06/2019 → 12/2019
  Wellmark Blue Cross Blue Shield
  Des Moines, IA
• 01/2020 → 05/2020
  Morgan Stanley Smith Barney Llc
  West Des Moines, IA
• 07/2026 → Present
  Ieq Capital, Llc
  Dallas, TX

Previous Registrations

• 2022-01-14 → 2026-06-15
  Morgan Stanley
  West Des Moines, IA
  West Des Moines, IA
  Houston, TX
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2022-01-14