Jack
Shepard

Ieq Capital, LLC

CRD#7623343
Investment Advisor
in San Mateo, CA

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About this Advisor

Jack Shepard is a financial advisor working in San Mateo, California with 1 year of industry experience. Shepard is an advisor for Ieq Capital, LLC. Their career trajectory has included roles at Sacred Heart Prep High School, Cu Boulder, Ieq Capital, LLC and La Entrada Middle School. Shepard maintains a Series 65 license, certifying them as an investment advisor representative, and is registered to work in California. Ieq Capital, LLC is a company operating out of San Mateo, CA. The company has offices in four locations and a total of 120 employees. It manages $19 billion in assets under management across its 1,124 client accounts, placing it among the largest firms in the nation by assets under management. The firm advises seven charitable organizations. Of its 1,124 accounts, 99% are associated with high-net-worth clients who have at least $1 million in investable assets. The firm has a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management largely depend on the services provided. However, fee types billed by Ieq Capital, LLC likely include asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

950 Tower Lane 18Th Floor
San Mateo, CA 94404

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Ieq Capital, LLC Brokerage Details

Total Assets Under Management

$18,535,663,873

CA Average: $7,578,581,321
Total Number of Employees

120

CA Average: 43
Total Number of Accounts

1,124

CA Average: 3,727
Average Account Size

$16,490,804

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Jack Shepard Work History

Jack has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Ieq Capital, LLC

2018 - 2022 (4 years)

Cu Boulder

2014 - 2018 (4 years)

Sacred Heart Prep High School

2012 - 2014 (2 years)

La Entrada Middle School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jack Shepard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ieq Capital, LLC

John Mccourt
San Mateo, CA
Jeffrey Westsmith
San Mateo, CA
Dean Horwitz
San Mateo, CA
Robert Skinner
San Mateo, CA
Ian Linford
San Mateo, CA
Anne Beyel
San Mateo, CA
Eric Harrison
San Mateo, CA
Jesse Wood
San Mateo, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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