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Jack Leonard Shepard

IEQ Capital, LLC

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About Jack Leonard Shepard

Jack Leonard Shepard is an Investment Advisor Representative registered in California. Jack has been in the industry since August 2022 and is associated with IEQ Capital, LLC. Jack holds the Series 65 license and passed the Uniform Investment Adviser Law Examination on November 18, 2022. Jack has previous experience in education, working at Sacred Heart Prep High School in Atherton, California and CU Boulder in Boulder, Colorado. Jack's employment history demonstrates commitment to education, while his current employment with IEQ Capital, LLC shows an interest in the financial services industry. IEQ Capital, LLC is based in Foster City, California. The firm provides financial planning services to individuals, businesses, and charitable organizations.

Firm Information

Jack Shepard is currently registered with IEQ Capital, LLC. IEQ Capital, LLC is a registered investment adviser headquartered in Foster City, CA. The firm specializes in providing financial planning, pension consulting, selection of other advisers, and portfolio management services to high-net-worth individuals and charitable organizations. As of its latest report, IEQ Capital manages approximately $23.6 billion in assets for 1434 clients.
IEQ Capital, LLC

950 TOWER LANE

FOSTER CITY, CA 94404

$23.58B

Assets Under Management

Not reported

Total Clients

98

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jack Shepard’s Registration & Firm History

CA

11/19/2022 - Present

IEQ Capital, LLC (Foster City CA)

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Licenses & Designations

IA

Issued 11/18/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jack Leonard Shepard.
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