Rachel Alexandra Elliott
Investment adviser representative at Ieq Capital, LLC
10 yearsExperience
4 statesRegistered in
$56.8BFirm assets
7 yearsFirm in business
Are you Rachel Alexandra Elliott? Claim your profile
Contact this firm
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
10 years in the industry.
- Ieq Capital, LLCMar 2026 to now
- JPMorgan Securities LLCOct 2022 to now
- JPMorgan Chase Bank NAAug 2016 to Oct 2022
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 4 states (CA, CO, NY, TX).
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
- 6371280
- Firm CRD
- 301819