Joseph Robert Burlison
Investment adviser representative at Ieq Capital, LLC
14 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
14 years in the industry.
- Ieq Capital, LLCOct 2024 to now
- Dc AdvisoryJul 2022 to Oct 2024
- Scholars of FinanceSep 2021 to Jan 2022
- Dc AdvisoryJun 2021 to Aug 2021
- New York UniversityAug 2018 to May 2022
- Palma SchoolAug 2012 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- 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
- 7595216
- Firm CRD
- 301819