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John Joseph Micek

IEQ Capital, LLC

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About John Joseph Micek

John Joseph Micek IV is an investment advisor representative at IEQ Capital, LLC, based in Foster City, California. John has been in the industry since 2001, and has experience working with high-net-worth individuals, charitable organizations, and other investment advisors. John has obtained his Series 7, 63 and 65 licenses and has worked with a variety of firms including Goldman, Sachs & Co., Third Leaf Partners, and Criterion Capital Management. John provides a variety of investment advisory services including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses.

Firm Information

John Micek 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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John Micek’s Registration & Firm History

CA

08/04/2023 - Present

IEQ Capital, LLC (FOSTER CITY CA)

NY

06/23/2010 - 03/19/2012

GOLDMAN, SACHS & CO. (NEW YORK NY)

NY

10/12/2001 - 02/16/2006

GOLDMAN, SACHS & CO. (NEW YORK NY)

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Licenses & Designations

IA

Issued 08/04/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/19/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/22/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Joseph Micek.
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