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Jackson Edward Aris-dumas

Investment adviser representative at Iconiq Capital, LLC
9 yearsExperience
1 stateRegistered in
$117.5BFirm assets
14 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 feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

9 years in the industry.

  1. Iconiq Capital, LLCJul 2025 to now
  2. UnemployedMay 2025 to Jul 2025
  3. University of California, BerkeleyAug 2024 to May 2025
  4. Pricewaterhousecoopers (pwc)May 2024 to Aug 2024
  5. University of California, BerkeleyAug 2023 to May 2024
  6. Pricewaterhousecoopers (pwc)May 2023 to Aug 2023
  7. Diablo Valley CollegeAug 2022 to May 2023
  8. Organic CoupAug 2021 to Nov 2022
  9. Diablo Valley CollegeAug 2021 to May 2022
  10. United Business BankAug 2021 to Dec 2021
  11. UnemployedJun 2021 to Aug 2021
  12. Acalanes High SchoolAug 2020 to May 2021
  13. Rancho Colorados - Swim and Tennis ClubMay 2020 to Aug 2020
  14. Acalanes High SchoolAug 2019 to May 2020
  15. Rancho Colorados - Swim and Tennis ClubMay 2019 to Aug 2019
  16. Acalanes High SchoolAug 2018 to May 2019
  17. Rancho Colorados - Swim and Tennis ClubMay 2018 to Aug 2018
  18. Acalanes High SchoolAug 2017 to May 2018
  19. Rancho Colorados - Swim and Tennis ClubMay 2017 to Aug 2017
  20. Stanley Middle SchoolAug 2016 to May 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (CA).

Iconiq Capital, LLC

$117.5BAssets managed
846Clients
87Advisers
14 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
8198407
Firm CRD
159198
Advisor's SEC record (opens in a new tab)
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