Best Investors Account Sign in
Inactive

Mason Jay Deborah Fung

Ieq Capital, LLC

Foster City, CA

Claim This Profile
Current Employers
Ieq Capital, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-03
  • CA RA
    APPROVED
    Since 2025-10-03

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 03/2024 Present
Unemployed Chestnut Hill MA 08/2014 08/2019
Unemployed San Francisco CA 05/2023 03/2024
Boston College Chestnut Hill MA 08/2022 05/2023
Boston College Chestnut Hill MA 08/2019 05/2022
Hamilton Zanze San Francisco CA 05/2022 08/2022
  • 03/2024 → Present
    Ieq Capital, Llc
    Foster City, CA
  • 08/2014 → 08/2019
    Unemployed
    Chestnut Hill, MA
  • 05/2023 → 03/2024
    Unemployed
    San Francisco, CA
  • 08/2022 → 05/2023
    Boston College
    Chestnut Hill, MA
  • 08/2019 → 05/2022
    Boston College
    Chestnut Hill, MA
  • 05/2022 → 08/2022
    Hamilton Zanze
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-02
  • S65 Uniform Investment Adviser Law Examination
    2025-10-02
Other Names
  • Mason Jd Fung

View on SEC IAPD

Other Firms

CITIGROUP GLOBAL MARKETS INC.
U.S. BANCORP ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SUMMITRY, LLC
WELLS FARGO CLEARING SERVICES, LLC
CELESTA
SEMPERVIRENS VENTURES LLC

Other Investors

TONY HUNG NGUY
DYLAN BOWSKY
Ronald Timothy Clement
Tom Gai
Jia Hui Wei
Xiaoyan Zhou
AJANTA BASAK
Mohammad Safariannematabad

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

More in Foster City, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor