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Detailed Report
Chantal Jasmine Naugle
CRD#: 7955592
IA
Investment Adviser
IEQ CAPITAL, LLCCRD#: 301819 950 TOWER LANE
SUITE 1800
FOSTER CITY, CA 94404
Registration History
2024AprJulOct2025AprJulOct2026IAIEQ CAPITAL, LLC (CRD# 301819)2024 - Present (<1 year)
License(s)

State Registrations

IA
California 11/20/2024
Current Registration(s)
IA
IEQ CAPITAL, LLC (CRD#:301819)
950 TOWER LANE SUITE 1800, FOSTER CITY, CA 94404
Registered with this firm since 11/20/2024
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.