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Managing Member & Chief Compliance Officer · JK Private Wealth, LLC

John O. Koons

CRD 2475258 · Named on Form ADV at one SEC-registered adviser

At a glance

JK Private Wealth, LLC, an SEC-registered wealth manager based in Glastonbury, CT with $156 million in regulatory assets, lists John O. Koons on its Form ADV as Managing Member & Chief Compliance Officer, a control person.

Firms and roles

  • JK Private Wealth, LLCManaging Member & Chief Compliance OfficerWealth manager · Glastonbury, CT · $156M in regulatory assets

AtlasMembers

John’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.