Jennifer Kowal

Employer firm

Ieq Capital, LLC CRD 301819

$56.8B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2023 → 02/2025
  Jpmorgan Chase Bank, Na
  Pasadena, CA
• 11/2023 → 02/2025
  Jpmorgan Securities Llc
  Pasadena, CA
• 10/2003 → 11/2023
  Loyola Law School
  Los Angeles, CA
• 04/2017 → 10/2023
  Self Employed
  South Pasadena, CA
• 11/2023 → 03/2024
  Loyola Law School
  Los Angeles, CA
• 03/2025 → Present
  Ieq Capital
  Foster City, CA

Previous Registrations

• 2024-01-02 → 2025-03-02
  J.P. Morgan Securities Llc
  Pasadena, CA

Other Businesses

Entity Name: South Pasadena Educational Foundation Investment related: Yes Address: 1100 El Centro St, South Pasadena CA 91030 Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 08/31/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: Board Member - Member of Finance, Fundraising and Marketing Committees. The role is not similar to my JPMC role and there is no connection between the two. " Entity Name: Caltech Y Investment related: Yes "Address: https://www.caltechy.org/ 505 S. Wilson Ave. Pasadena, CA 91106" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 10/05/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Board Member - Member of Advancement Committee and Finance Committee. There is no connection to JPMC and the role is not similar. Entity Name: Loyola Law School Investment related: No Address: 919 Albany St., Los Angeles CA 90015 Nature of the other business: Education Position/Title/Relationship: Adjunct Professor Start Date: 10/2003 Approximate # of hours a week:: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Teach online graduate tax law courses during evening hours

Exams

• S66 Uniform Combined State Law Examination
  2023-11-28

Other Names

• Jennifer E Meier
• Jm Kowal
• Jennifer Meier Kowal
• Jennifer Kowal