John Dowling Auer
Investment adviser representative at Ieq Capital, LLC
13 yearsExperience
2 statesRegistered 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
13 years in the industry.
- Ieq Capital, LLCApr 2026 to now
- Webster BankDec 2025 to Apr 2026
- Goldman SachsJun 2023 to Dec 2025
- CollegeSep 2022 to May 2023
- Goldman SachsJun 2022 to Aug 2022
- CollegeSep 2021 to Jun 2022
- Gorham Savings BankJun 2021 to Aug 2021
- CollegeFeb 2021 to Jun 2021
- Jm Arbour Wealth ManagementAug 2020 to Feb 2021
- Junior High Through Second Year of CollegeJun 2013 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, MA).
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
- 7586023
- Firm CRD
- 301819