Jane Edmondson (CRD# 2198396) is the founder of Eqm Capital LLC in San Diego, CA and has over 23 years of experience in the finance industry. She is also the co-founder of Eqm Indexes, a provider of indexes for the ETP industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eqm Indexes, LLC | San Diego, CA | Oct 2015 - Current | 8 |
| Eqm Capital, LLC | San Diego, CA | Dec 2012 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1992 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2001 |
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Total Assets Under Management5MILLIONS
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Total Number of Accounts36ACCOUNTS
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Average Account Value$131,269
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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