Jacqueline IglowCRD Number: 5610975
Current Firm: Oppenheimer & Company Inc.
Jacqueline Iglow (CRD# 5610975) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Los Angeles, CA and has over 7 years of experience in the finance industry.
Jst Investment Consulting
Fried Asset Management, Inc.
|Oppenheimer & Company Inc.||Los Angeles, CA||Oct 2009 - Current||8|
|Ubs Financial Services||Woodland, CA||Sep 2008 - Oct 2009||1|
|Kate Mantilini||Woodland Hills, CA||Jan 2008 - Oct 2008||< 1|
|Eduction||West Hills, CA||Sep 1998 - Jan 2008||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2010|
Total Assets Under Management9,642MILLIONS
Total Number of Accounts20,229ACCOUNTS
Average Account Value$476,650
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV