电子邮件 | aja***@***.com | 获取Email |
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电子邮件 | aja***@***.com | 获取Email |
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IEQ Capital is Registered Investment Advisor, with $17.7B RAUM*, seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, and to generate exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent, predominantly employee-owned company, adhering to the fiduciary standard to put our clients' interests first. We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations. *As of 9/30/22; *RAUM as of 12/31/2021 as reported in IEQ Capital's Form ADV filed in March 2022 totaled $17.8bn. The content of this website is for general, informational purposes. Nothing contained on this website should be construed as an offer to sell or the solicitation of any offer to buy any security or other financial instrument or product offered or managed by IEQ or any other issuer or company. The provision of this information does not constitute the rendering of investment, consulting, legal, accounting, tax, or other advice or services. Information on this website should not be the basis of or be relied upon for making business, investment or other decisions or used as a substitute for consultation with professional advisors, nor should it be construed as advice, endorsement or recommendation. Special Notice to Non-U.S. Investors: Each of the investment products and services referred to on this website is intended to be made available to U.S. residents. This website shall not be considered a solicitation or offering for any investment product or service to any person in any jurisdiction where such solicitation or offer would be unlawful.
公司 | IEQ Capital |
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职位 | Associate Director |
地点 | United States |
http://www.linkedin.com/in/alexgjack | |
部门 | |
头衔 | Associate Director |
IEQ Capital Associate Director
2019-06-01 -
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2019-02-01 - 2019-05-01
First Republic Private Wealth Management Senior Associate
2018-02-01 - 2019-01-01
First Republic Private Wealth Management Associate
2017-01-01 - 2018-01-01
First Republic Private Wealth Management Operations Associate
2016-03-01 - 2016-12-01
Alex Jack 在 IEQ Capital 担任 Associate Director
Alex Jack 在 IEQ Capital 的职位是 Associate Director
Alex Jack 的电子邮件地址是 aja***@***.com
Alex Jack 的电话号码是 -
Alex Jack 的公司电话号码是 +165****
Alex Jack 在 financial services 工作。
Alex Jack 的一些同事包括Christie Brush、Brianna Mariolle、Kevin Burt、Christian NelsonAlex Jack、。
Alex Jack联系方式: 电子邮件地址:aja***@***.com 电话号码:-
Alex Jack 的个人领英是:http://www.linkedin.com/in/alexgjack
Alex Jack 的办公地点:Greater San Francisco and Los Angeles Area, CA
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Top-ranked on G2 Crowd