Jesse Jon Wood
Investment adviser representative at Ieq Capital, LLC
11 yearsExperience
12 statesRegistered in
$56.8BFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Ieq Capital, LLCAug 2021 to now
- Bbr PartnersSep 2019 to Aug 2021
- JPMorgan Chase Bank NASep 2017 to Aug 2019
- T3 AdvisorsApr 2015 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 12 states (CA, CO, CT, DE, MD, NC, NJ, NV, OR, TX, UT, WA).
Ieq Capital, LLC
$56.8BAssets managed
2,309Clients
197Advisers
7 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
- 4568431
- Firm CRD
- 301819