John Michael Quigley
Investment adviser representative at Eq Wealth Management
12 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$941.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Eq Wealth ManagementFeb 2018 to now
- Capital Planning LLCJan 2014 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 3 states (CA, TX, WA).
Eq Wealth Management
Legal name: Eq, LLC
$941.7MAssets managed
544Clients
9Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2556424
- Firm CRD
- 291033