Jack Burns
Investment adviser representative at Ieq Capital, LLC
11 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
11 years in the industry.
- Ieq Capital, LLCMay 2025 to now
- Aspen Grove Capital, LLCApr 2024 to now
- Epiq Capital Group,LLCMay 2019 to Apr 2024
- J.P. Morgan Private BankJun 2018 to Aug 2018
- First Analysis Securities CorporationJun 2017 to Aug 2017
- University of IowaMay 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
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
- 7323663
- Firm CRD
- 301819