Robert James Hanson
Investment adviser representative at Ieq Capital, LLC
10 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
10 years in the industry.
- Ieq Capital, LLCJul 2026 to now
- Parallel Advisors, LLCJun 2021 to Jun 2026
- UnemployedSep 2019 to Jun 2021
- Franklin Templeton InvestmentsJun 2018 to Sep 2019
- Crow Canyon Country ClubJan 2018 to Apr 2019
- UnemploymentJul 2016 to Jan 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 6977426
- Firm CRD
- 301819