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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Devin Leaver is an Investment Advisor Representative associated with IEQ Capital, LLC. Jeremy Devin Leaver holds a Series 65 license. Jeremy Devin Leaver is registered to offer investment advice in California. Jeremy Devin Leaver's current firm IEQ Capital, LLC has offices in Foster City, CA. IEQ Capital, LLC primarily serves high net worth individuals and charitable organizations. The firm provides a variety of services including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses.
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
11/14/2023 - 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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