Jed Clark (CRD# 5002342) is an Investment Advisor Representative working at Epiq Capital Group, LLC in San Francisco, CA and has over 18 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Epiq Capital Group, LLC | San Francisco, CA | May 2020 - Current | 3 |
| None | San Francisco, CA | Jul 2019 - May 2020 | < 1 |
| Iconiq Capital, LLC | San Francisco, CA | Jan 2014 - Jun 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2011 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2014 |
- CA
-
Total Assets Under Management4,939MILLIONS
-
Total Number of Accounts896ACCOUNTS
-
Average Account Value$5,512,039
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CO, FL, NV, NY, TX
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