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Jayant R Joshi

Ieq Capital, LLC

Foster City, CA

Atlanta, GA

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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 2026-07-14
  • CA RA
    APPROVED
    Since 2026-07-14

Branch Locations

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

Atlanta, GA • 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
Unemployed Atlanta GA 07/2016 05/2022
Public House 28 Atlanta GA 05/2022 07/2022
Chick-Fil-A West Chester PA 11/2025 12/2025
Morgan Stanley Atlanta GA 04/2024 07/2024
Business Development Representative Atlanta GA 10/2024 03/2025
Mercor San Francisco CA 02/2026 04/2026
Ciba Private Wealth Atlanta GA 03/2025 07/2025
Ieq Capital, Llc Atlanta GA 05/2026 Present
Unknown Atlanta GA 07/2022 04/2024
Unknown Atlanta GA 07/2024 10/2024
Unknown Atlanta GA 07/2025 11/2025
  • 07/2016 → 05/2022
    Unemployed
    Atlanta, GA
  • 05/2022 → 07/2022
    Public House 28
    Atlanta, GA
  • 11/2025 → 12/2025
    Chick-Fil-A
    West Chester, PA
  • 04/2024 → 07/2024
    Morgan Stanley
    Atlanta, GA
  • 10/2024 → 03/2025
    Business Development Representative
    Atlanta, GA
  • 02/2026 → 04/2026
    Mercor
    San Francisco, CA
  • 03/2025 → 07/2025
    Ciba Private Wealth
    Atlanta, GA
  • 05/2026 → Present
    Ieq Capital, Llc
    Atlanta, GA
  • 07/2022 → 04/2024
    Unknown
    Atlanta, GA
  • 07/2024 → 10/2024
    Unknown
    Atlanta, GA
  • 07/2025 → 11/2025
    Unknown
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-11
  • S65 Uniform Investment Adviser Law Examination
    2026-07-11

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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