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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jackson? Claim Your ProfileJackson Michael Barry is an investment advisor representative with IEQ Capital, LLC. Jackson has been with IEQ Capital, LLC since August 2023. Jackson has a Series 65 license and is registered in California. Jackson holds a Uniform Investment Adviser Law Examination license, and is active in the industry. IEQ Capital, LLC specializes in providing financial planning, pension consulting and selection of other advisors for charitable organizations, high net worth individuals and businesses. IEQ Capital, LLC manages over $23 billion in assets.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
11/13/2023 - Present
IEQ Capital, LLC (FOSTER CITY CA)
IA
Issued 11/13/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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