John Quigley has been Managing Member/CCO of Eq since November 2017, is a control person of the firm and directly owns between 50% and 75% of it. John Quigley holds a BA from the College of Architecture and Urban Planning, University of Washington.
Eq, LLC is a firm with $942M under management, 544 clients and 8 advisers across 12 offices, as of its September 2026 filing.
J. Michael Quigley is Managing Member and Wealth Advisor of EQ Wealth Management. He co-founded EQ with Stephen Emanuels in 2018 and also serves as Chief Compliance Officer of EQ. Before establishing EQ, he was a partner at Capital Planning in Bellevue, and earlier a financial advisor at Smith Barney in downtown Seattle.
John Quigley’s longest registration was 9 years at Capital Planning Corp (2004–2014). Before joining Eq in 2018, John Quigley was registered through Capital Planning LLC and Capital Planning Corp.
- Eq Wealth ManagementCurrent– present · 8 yearsBellevue, WA · Adviser representative · Firm CRD 291033
- Capital Planning LLC– · 4 yearsBellevue, WA · Adviser representative · Firm CRD 169470
- Capital Planning Corp– · 9 yearsBellevue, WA · Adviser representative · Firm CRD 105013
- Linsco/Private Ledger Corp.– · under a yearTukwila, WA · Adviser representative · Firm CRD 6413
Professional designations
Listed by Eq
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
John Quigley is registered as an investment adviser representative in 3 states. The first approvals date from February 2018; the most recent are California and Texas, in September 2018.
- CaliforniaSince 25 September 2018
- TexasSince 25 September 2018
- WashingtonSince 5 February 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 December 1994 |
| Series 63 | Uniform Securities Agent State Law Examination | 13 December 1994 |
| Series 7 | General Securities Representative Examination | 6 December 1994 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- John Michael Quigley
- CRD
- 2556424
- Firm
- Eq · CRD 291033
- Role
- Managing Member/CCO
- Office
- Bellevue, WA
- Registration
- Investment adviser registration
- In the industry since
- March 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- eqwm.com
Where does John Quigley work?
John Quigley has been Managing Member/CCO of Eq, LLC since November 2017, and is a control person of the firm.
Is John Quigley a financial advisor?
Yes. John Quigley has a current investment-adviser registration in California, Texas and Washington, through Eq since February 2018.
How many years of experience does John Quigley have?
John Quigley has 22 years in the financial industry, since March 2004, across 4 adviser firms.
What exams has John Quigley passed?
John Quigley has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in December 1994.
Where did John Quigley work before Eq?
Before Eq, John Quigley was registered through Capital Planning Corp, December 2004 to January 2014; Linsco/Private Ledger Corp., March 2002 to December 2002.
Where is John Quigley based?
John Quigley’s registered office is in Bellevue, WA.
Is John Quigley registered with FINRA?
No. John Quigley has no current broker registration.
Is John Quigley a CFP?
Eq lists John Quigley with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify John Quigley’s record?
Search CRD 2556424 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Quigley’s full registration record.
