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Mason Jay deborah Fung

Investment adviser representative at Ieq Capital, LLC
12 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

12 years in the industry.

  1. Ieq Capital, LLCMar 2024 to now
  2. UnemployedMay 2023 to Mar 2024
  3. Boston CollegeAug 2022 to May 2023
  4. Hamilton ZanzeMay 2022 to Aug 2022
  5. Boston CollegeAug 2019 to May 2022
  6. UnemployedAug 2014 to Aug 2019

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
7970151
Firm CRD
301819
Advisor's SEC record (opens in a new tab)
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