Haolun Zhang

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

• 06/2017 → 09/2022
  Edward Jones Investments
  St. Louis, MO
• 08/2013 → 05/2017
  Washington University In St. Louis
  St. Louis, MO
• 09/2022 → 06/2025
  Kestra Investment Services, Llc
  Austin, TX
• 09/2022 → 08/2025
  Kestra Investment Management, Llc
  Austin, TX
• 08/2025 → Present
  Ieq Capital
  San Francisco, CA

Previous Registrations

• 2022-10-25 → 2025-06-09
  Kestra Investment Management, Llc.
  Austin, TX
  Plano, TX
• 2017-08-07 → 2022-09-06
  Edward Jones
  St. Louis, MO
  Plano, TX

Other Businesses

PM DALLAS AUSTIN US FUND LLC 16192 Coastal Hwy, Lewes, DE, 19958 whether the business is investment-related: Yes Investments in Texas multi-family residential complex your position: Limited Partner title, or relationship with the other business: Limited Partner the start date of your relationship: 12/2021 the number of hours you devote to the other business during securities trading hours: 0 and briefly describe your duties relating to the other business: I am a limited partner with no duties to this business. SMONIS HOLDINGS LLC whether the business is investment-related: Yes 47 North Dr, Great Neck, NY, 11021 Investments pre-IPO shares of Databrick your position: Limited Partner title, or relationship with the other business: Limited Partner the start date of your relationship: 07/2023 the approximate number of hours/month you devote to the other business: 0 the number of hours you devote to the other business during securities trading hours: 0 and briefly describe your duties relating to the other business: I am a limited partner with no duties to this business.

Exams

• S66 Uniform Combined State Law Examination
  2017-08-04

Designations

• Chartered Financial Analyst

Other Names

• Alan Zhang