JK PRIVATE WEALTH, LLC
CRD #305987 SEC #801-129804 GLASTONBURY, CT 860-781-8341
SEC Registered
Total AUM
$127.1M
Discretionary
$127.1M
Employees
2
Clients
--
Accounts
453
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $127.1M | $127.1M | $0 | 2 | 0 |
| Feb 2024 | $107.3M | $107.3M | $0 | 2 | 0 |
| May 2020 | $39.7M | $39.7M | $0 | 2 | 0 |
| Apr 2020 | $39.7M | $39.7M | $0 | 2 | 0 |
| Mar 2020 | $39.7M | $39.7M | $0 | 2 | 0 |
| Mar 2020 | $39.7M | $39.7M | $0 | 2 | 0 |
| Mar 2020 | $39.7M | $39.7M | $0 | 2 | 0 |
| Dec 2019 | $0 | $0 | $0 | 1 | 0 |
| Nov 2019 | $0 | $0 | $0 | 1 | 0 |
DateFeb 2025
Total AUM$127.1M
Discretionary$127.1M
Non-Disc.$0
Employees2
Clients0
DateFeb 2024
Total AUM$107.3M
Discretionary$107.3M
Non-Disc.$0
Employees2
Clients0
DateMay 2020
Total AUM$39.7M
Discretionary$39.7M
Non-Disc.$0
Employees2
Clients0
DateApr 2020
Total AUM$39.7M
Discretionary$39.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$39.7M
Discretionary$39.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$39.7M
Discretionary$39.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$39.7M
Discretionary$39.7M
Non-Disc.$0
Employees2
Clients0
DateDec 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0