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Inactive

Jackson Thomas Yelland

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
CA RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

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
Ieq Capital, Llc Foster City CA 07/2024 Present
Welathspire Advisors San Rafael CA 06/2023 07/2023
Salt Creek Grille Dana Point CA 05/2021 08/2022
College Truckers Gambier OH 05/2022 05/2022
Unemployed Gambier OH 08/2020 05/2021
Unemployed Laguna Beach CA 05/2012 07/2020
Kenyon College Gambier OH 08/2020 05/2024
  • 07/2024 → Present
    Ieq Capital, Llc
    Foster City, CA
  • 06/2023 → 07/2023
    Welathspire Advisors
    San Rafael, CA
  • 05/2021 → 08/2022
    Salt Creek Grille
    Dana Point, CA
  • 05/2022 → 05/2022
    College Truckers
    Gambier, OH
  • 08/2020 → 05/2021
    Unemployed
    Gambier, OH
  • 05/2012 → 07/2020
    Unemployed
    Laguna Beach, CA
  • 08/2020 → 05/2024
    Kenyon College
    Gambier, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-27
  • S65 Uniform Investment Adviser Law Examination
    2024-12-27

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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