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Jacob Max Koenig

W G Securities, LLC

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About Jacob Max Koenig

Jacob Max Koenig is a registered representative with W G Securities, LLC. Jacob has been in the securities industry since 2010. Jacob has a Series 7, Series 3, Series 63, Series 79TO and Series 24 license. Jacob holds a current registration in Connecticut. Jacob was previously employed with GOLDMAN SACHS & CO. LLC from 2010 to 2022.

Firm Information

Jacob Koenig is currently registered with W G Securities, LLC. W G Securities, LLC is a Limited Liability Company formed in December 2005. The firm is registered with the SEC and in 15 states, including Alaska, California, Connecticut, Florida, Georgia, Illinois, Massachusetts, Nebraska, Nevada, New Jersey, New York, North Carolina, Pennsylvania, Texas, and Virginia.

Not reported

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Jacob Koenig’s Registration & Firm History

CT

05/12/2022 - Present

W G Securities, LLC (WOODBRIDGE CT)

NY

08/25/2010 - 06/09/2022

GOLDMAN SACHS & CO. LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/27/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/21/2022

Series 24 - General Securities Principal Examination

BC

Issued 08/15/2022

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/06/2011

Series 3 - National Commodity Futures Examination

BC

Issued 08/24/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Max Koenig.
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