Jackson Thomas Yelland
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, LLCJul 2024 to now
- Welathspire AdvisorsJun 2023 to Jul 2023
- College TruckersMay 2022 to May 2022
- Salt Creek GrilleMay 2021 to Aug 2022
- Kenyon CollegeAug 2020 to May 2024
- UnemployedAug 2020 to May 2021
- UnemployedMay 2012 to Jul 2020
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
- 7968261
- Firm CRD
- 301819