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Felise Kowlowitz is an Investment Advisor Representative at J.p. Morgan Investment Management Inc. She has been in the industry since July 2004. Felise is registered with the state of Texas as an Investment Advisor Representative. Felise is also registered with FINRA. Felise specializes in providing investment advice to individuals, businesses, investment companies, and pooled investment vehicles. Felise Kowlowitz is committed to helping her clients achieve their financial goals. She has a strong track record of success and a deep understanding of the financial markets. Felise Kowlowitz is a valuable resource for any investor seeking to build a strong financial future.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
09/24/2020 - Present
J.p. Morgan Investment Management Inc. (NEW YORK NY)
Active
Inactive
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