Jarrad Scott Schultz
Investment adviser representative at Ieq Capital, LLC
10 yearsExperience
1 stateRegistered in
CFADesignation
$56.8BFirm 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 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, LLCMay 2026 to now
- City National RochdaleAug 2020 to Apr 2026
- Wells Fargo & CompanyOct 2017 to Aug 2020
- UnemployedJul 2017 to Oct 2017
- The Fisherman's RestaurantApr 2017 to Jul 2017
- UnemployedJan 2017 to Apr 2017
- Hornor Townsend & Kent Inc.Aug 2016 to Dec 2016
- Penn Mutual Insurance CompanyAug 2016 to Dec 2016
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6417169
- Firm CRD
- 301819