Jennifer Kowal is a registered investment advisor at Ieq Capital, LLC, based in Foster City, CA, with 2 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 2,309 clients with $57B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual management fee is up to 1%. Certain clients are subject to a minimum management fee starting at $6,250 per quarter. Fees are negotiable.
Fee Estimator
Location
950 Tower Lane, Suite 1800, Foster City, CA, 94404
Get directionsHistory
Regulatory History (1)
Regulatory
September 2003Other Business Activities
Jennifer is a board member for the South Pasadena Educational Foundation and Caltech Y, both non-profits. She also works as an adjunct professor at Loyola Law School, teaching online graduate tax law courses, dedicating a few hours per week to each activity.
Employment History
Current Registrations
Ieq Capital, LLC
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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