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Jace Kowalzyk

Cantor Fitzgerald & Co.

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About Jace Kowalzyk

Jace Kowalzyk is a financial professional with over 18 years of experience in the industry. Jace is currently registered with Cantor Fitzgerald & Co. in New York. Prior to this role, Jace was employed with Piper Sandler & Co., Union Square Advisors LLC, Thinkequity LLC, Piper Jaffray & Co., Houlihan, Lokey, Howard & Zukin Capital, and Piper Jaffray & Co. in various locations. Jace holds Series 7, Series 63, Series 79TO and SIE licenses.

Firm Information

Jace Kowalzyk is currently registered with Cantor Fitzgerald & Co.. Cantor Fitzgerald & Co. is a partnership formed on September 25, 1992, with a presence in 52 states and the District of Columbia, as well as federal SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

291

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.

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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Jace Kowalzyk’s Registration & Firm History

NY

04/23/2024 - Present

Cantor Fitzgerald & Co. (NEW YORK NY)

CA

04/02/2020 - 02/21/2024

PIPER SANDLER & CO. (SAN FRANCISCO CA)

CA

07/25/2011 - 04/16/2020

UNION SQUARE ADVISORS LLC (SAN FRANCISCO CA)

CA

01/05/2009 - 07/13/2011

THINKEQUITY LLC (SAN FRANCISCO CA)

CA

01/23/2006 - 11/06/2007

PIPER JAFFRAY & CO. (EAST PALO ALTO CA)

CA

04/07/2005 - 01/17/2006

HOULIHAN, LOKEY, HOWARD & ZUKIN CAPITAL (LOS ANGELES CA)

MN

03/03/2004 - 04/05/2005

PIPER JAFFRAY & CO. (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 03/27/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/01/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

NYSE Arca, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jace Kowalzyk.
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