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Jared Adam Kanover

STAMOS CAPITAL PARTNERS, L.P.·MENLO PARK, California
Unclaimed Profile
2498 SAND HILL ROAD, MENLO PARK, CA 94025CRD# 5002318Firm CRD# 134660
01

About

Jared Adam Kanover is a registered financial advisor based in MENLO PARK, California, affiliated with STAMOS CAPITAL PARTNERS, L.P.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
STAMOS CAPITAL PARTNERS, L.P.
STAMOS CAPITAL PARTNERS, L.P.
AUM
$6.1B
Regulatory assets under management
Employees
27
Total firm employees
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Performance-based fees
Other: MANAGED ACCOUNTS MAY NEGOTIATE ADDITIONAL SERVICES FOR A FEE.
Regulatory
SEC/IARD CRD# 5002318
Firm CRD# 134660
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jared Adam Kanover offer?
Jared Adam Kanover specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in MENLO PARK, California for a consultation.
What are Jared Adam Kanover's credentials?
Jared Adam Kanover is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jared Adam Kanover located?
Jared Adam Kanover is based in MENLO PARK, California, working with STAMOS CAPITAL PARTNERS, L.P.. Their office serves clients in the MENLO PARK metropolitan area and surrounding communities.
How does Jared Adam Kanover charge for services?
Jared Adam Kanover's firm is compensated through percentage of aum, performance-based fees, other: managed accounts may negotiate additional services for a fee.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STAMOS CAPITAL PARTNERS, L.P.?
STAMOS CAPITAL PARTNERS, L.P. has approximately 27 employees and manages $6.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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