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Felise Kowlowitz

J.p. Morgan Investment Management Inc.

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About Felise Kowlowitz

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.

Firm Information

Felise Kowlowitz is currently registered with J.p. Morgan Investment Management Inc.. J.P. Morgan Investment Management Inc. is an investment advisor based in NEW YORK, NY. It manages over $2.5 trillion in assets for a variety of clients, including individuals, institutions, and corporations. The firm offers a range of services, including portfolio management, pension consulting, and educational seminars. J.P. Morgan Investment Management is registered with the SEC and has a strong track record of success.
J.p. Morgan Investment Management Inc.

383 MADISON AVENUE

NEW YORK, NY 10179-0001

$2.55T

Assets Under Management

48

Total Clients

47

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Felise Kowlowitz’s Registration & Firm History

NY

09/24/2020 - Present

J.p. Morgan Investment Management Inc. (NEW YORK NY)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Felise Kowlowitz.
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