Jacob Biedronski (CRD# 6979928) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has over 5 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jpmorgan Securities LLC | San Francisco, CA | Jul 2018 - Current | 5 |
| Jpmorgan Chase Bank, N.a. | San Francisco, CA | Jul 2018 - Current | 5 |
| University Of Maryland | College Park, MD | Aug 2014 - Jun 2018 | 3 |
| University Of Maryland | College Park, MD | Dec 2015 - May 2018 | 2 |
| Jpmorgan Chase Bank, N.a. | San Francisco, CA | May 2017 - Aug 2017 | < 1 |
| University Of Maryland | College Park, MD | Aug 2015 - Dec 2016 | 1 |
| The Motley Fool, LLC | Alexandria, VA | Jun 2016 - Jul 2016 | < 1 |
| Baltimore County Public Schools | Baltimore, MD | Jul 2008 - Jul 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2018 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2021 |
- CA
-
Total Assets Under Management84,187MILLIONS
-
Total Number of Accounts1,477ACCOUNTS
-
Average Account Value$56,998,898
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Other
CA, FL, NY, TX
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