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Michael Paul Thompson

IEQ Capital, LLC

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About Michael Paul Thompson

Michael Paul Thompson is an investment advisor representative registered with IEQ Capital, LLC and is based in Nashville, Tennessee. Michael is also registered in California. Michael has been in the financial industry for over 14 years. Previous to working at IEQ Capital, LLC, Michael was employed at J.P. MORGAN SECURITIES LLC in Nashville, Tennessee. Michael has passed the Series 63, Series 7, and Series 65 exams. Michael works with individuals, high net worth individuals, and charitable organizations.

Firm Information

Michael Thompson 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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Michael Thompson’s Registration & Firm History

TN

06/25/2024 - Present

IEQ Capital, LLC (Nashville TN)

TN

09/23/2009 - 06/24/2024

J.P. MORGAN SECURITIES LLC (Nashville TN)

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Licenses & Designations

IA

Issued 03/27/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/17/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/22/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Paul Thompson.
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