John Koons
John Koons is a registered investment advisor at Jk Private Wealth, LLC, based in Glastonbury, CT, with 30 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 115 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | Included |
| $10M+ | Included |
Fees are negotiable, especially for accounts over $10,000,000. The maximum annual fee charged to clients utilizing third-party sub-advisory services will not exceed 1.50%.
Fee Estimator
Location
49 Welles St., Suite 204, Glastonbury, CT, 06033
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is a licensed insurance agent selling fixed annuities, life insurance, and long-term care products, spending a few hours per week on each. He also works full-time as a registered representative selling commission-based securities and as a custodian for JK Private Wealth Advisory business.
Employment History
Current Registrations
Jk Private Wealth, LLC
Previous Registrations
Private Client Services, LLCBroker
Northwestern Mutual Investment Services,llc
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
Tower Square Securities, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.