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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 20, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KOONS, JOHN, OTTENS | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KOONS, JOHN, OTTENS | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KOONS, JOHN, OTTENS | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KOONS, JOHN, OTTENS | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KOONS, JOHN, OTTENS | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KOONS, JOHN, OTTENS | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KOONS, JOHN, OTTENS | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KOONS, JOHN, OTTENS | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KOONS, JOHN, OTTENS | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KOONS, JOHN, OTTENS | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KOONS, JOHN, OTTENS | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KOONS, JOHN, OTTENS | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KOONS, JOHN, OTTENS | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KOONS, JOHN, OTTENS | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KOONS, JOHN, OTTENS | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Feb 20, 2025 REGISTERED
Notice Filings (4)
CT FL NH TX
Address
49 WELLES ST.SUITE 204
GLASTONBURY, CT 06033
United States
Phone: 860-781-8341