JK
JK
Joseph Koronakis
24 Years of Experience
Kinnelon, NJ
1 DisclosureBroker
Joseph Koronakis is a registered investment advisor at PNC Wealth Management, based in Kinnelon, NJ, with 24 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 164,105 clients with $30B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1167 advisors
Number of Clients
164,105 clients
Average Client Portfolio
$184K average
Assets Under Management
$30.3B
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
An annual fee of 0.85% applies to all accounts regardless of size.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1483 Route 23, Suite 4, Kinnelon, NJ, 07405
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 2009Withdrawn
Employment History
Current Registrations
PNC Wealth Management
October 2016 - Present · 10 yrs
PNC Wealth Management LLCBroker
October 2016 - Present · 10 yrs
Previous Registrations
Amerivest Investment Management, LLC
September 2010 - October 2016 · 6 yrs 1 mo
TD Ameritrade, INC.
September 2010 - October 2016 · 6 yrs 1 mo
TD Ameritrade, INC.Broker
September 2010 - October 2016 · 6 yrs 1 mo
Wells Fargo Advisors, LLC
October 2003 - September 2010 · 6 yrs 11 mos
Wells Fargo Advisors, LLCBroker
October 2003 - September 2010 · 6 yrs 11 mos
Metlife Securities INC.Broker
December 2002 - April 2003 · 4 mos
Metropolitan Life Insurance CompanyBroker
December 2002 - April 2003 · 4 mos
UBS Painewebber INC.
April 2002 - April 2002 · 0 mos
UBS Painewebber INC.Broker
July 2001 - April 2002 · 9 mos
Josephthal & CO., INC.Broker
May 2001 - June 2001 · 1 mo
Josephthal & CO., INC.Broker
February 2001 - April 2001 · 2 mos
Salomon Smith Barney INC.Broker
January 2001 - March 2001 · 2 mos
State Registrations17 states
CADCDEFLGAIDMDMTNCNJNMNYOHPASCTNVT
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.
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