Julia A Boustany
Investment adviser representative at Ieq Capital, LLC
11 yearsExperience
1 stateRegistered in
$56.8BFirm assets
7 yearsFirm in business
Are you Julia A Boustany? Claim your profile
Contact this firm
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, LLCJun 2026 to now
- Morgan StanleyJul 2025 to May 2026
- University of Southern CalifoniaSep 2024 to Jun 2025
- The Pacific Bridge CompaniesMay 2024 to Aug 2024
- University of Southern CaliforniaAug 2023 to Apr 2024
- Reinvest CapitalJun 2023 to Aug 2023
- University of Southern CaliforniaFeb 2023 to May 2023
- Occidental CollegeSep 2022 to Jan 2023
- Occidental CollegeAug 2021 to Aug 2022
- High SchoolSep 2015 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8121413
- Firm CRD
- 301819