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John Ottens Koons

JK Private Wealth, LLC

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About John Ottens Koons

John Ottens Koons is a financial advisor with over 25 years of experience in the financial services industry. John is currently registered with JK Private Wealth, LLC and is active in both Connecticut and Texas. John has previously held roles with PRIVATE CLIENT SERVICES, LLC, NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC, ROBERT W. BAIRD & CO. INCORPORATED, and TOWER SQUARE SECURITIES, INC. John specializes in portfolio management for individuals and selection of other advisors. He holds Series 6, 7, 63 and 66 securities licenses and the SIE exam. John is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

John Koons is currently registered with JK Private Wealth, LLC. JK Private Wealth, LLC is a registered investment advisor based in Glastonbury, CT. The firm offers a range of advisory services, including portfolio management for individuals and selection of other advisors. They manage approximately $107.3 million in assets for 358 accounts, primarily for high-net-worth individuals and individuals other than high-net-worth.
JK Private Wealth, LLC

49 WELLES ST.

GLASTONBURY, CT 06033

$107.30M

Assets Under Management

Not reported

Total Clients

1

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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John Koons’s Registration & Firm History

CT

09/10/2020 - Present

JK Private Wealth, LLC (GLASTONBURY CT)

CT

12/16/2019 - 12/09/2022

PRIVATE CLIENT SERVICES, LLC (GLASTONBURY CT)

CT

06/19/1997 - 12/17/2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (GLASTONBURY CT)

WI

02/24/1998 - 01/01/2002

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

CA

07/11/1994 - 12/06/1995

TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)

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Licenses & Designations

BOTH

Issued 12/19/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/09/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/03/2004

Series 7 - General Securities Representative Examination

BC

Issued 06/23/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Ottens Koons.
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