Jack K Nathan
Investment adviser representative at Ieq Capital, LLC
10 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
10 years in the industry.
- Ieq Capital, LLCJan 2026 to now
- Western Alliance BankJun 2025 to Jan 2026
- CiscoJun 2024 to Aug 2024
- Orfalea College of BusinessApr 2024 to Jun 2025
- Luna RedJan 2023 to May 2024
- Tiki HutSep 2022 to Dec 2022
- City of Manhattan BeachMay 2019 to Aug 2022
- UnknownJan 2016 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser 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
- 8209221
- Firm CRD
- 301819