Jennifer
Young
Ieq Capital, LLC
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About this Advisor
Jennifer Young is a financial advisor operating in San Mateo, California with 4 years of relevant experience. Young is an employee of Ieq Capital, LLC. Over the course of their career, Young has held roles at Morgan Stanley Smith Barney, Strategic Hospitality, Ubs Financial Services, First Republic Investment Management, Inc, First Republic Securities Company, LLC and Ieq Capital, LLC. Young holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in California. Ieq Capital, LLC is a financial advisory firm that has its headquarters in San Mateo, CA. The firm has offices in four locations and a total of 120 employees. It has $19 billion in assets across its 1,124 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm serves seven charities and foundations. Of its 1,124 client accounts, 99% are associated with high-net-worth investors who have at least $1 million in assets. Ieq Capital, LLC performs 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 charged by financial advisors usually vary depending on which services the firm provides the client. However, fee types charged by Ieq Capital, LLC most likely include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ieq Capital, LLC Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$18,535,663,873
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
120
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
1,124
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$16,490,804
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
Jennifer Young Work History
Jennifer has been registered as a financial advisor for 4 years.*
Ieq Capital, LLC
First Republic Investment Management, Inc
First Republic Securities Company, LLC
Ubs Financial Services
Strategic Hospitality
Morgan Stanley Smith Barney
*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 Jennifer Young 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
San Mateo, CA
San Mateo, CA
San Mateo, CA
San Mateo, CA
San Mateo, CA
San Mateo, CA
San Mateo, CA
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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