Megan Janiece Herrin
Investment adviser representative at Ieq Capital, LLC
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Ieq Capital, LLCFeb 2024 to now
- Svb PrivateApr 2021 to Feb 2024
- AlthelasNov 2020 to Apr 2021
- Goldman SachsJul 2018 to Oct 2020
- Au PairAug 2017 to Jul 2018
- SundanceMay 2017 to Aug 2018
- Brigham Young UniversityAug 2014 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 6681316
- Firm CRD
- 301819