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JK PRIVATE WEALTH, LLC

GLASTONBURY, CT · CRD 305987 · IAPD ↗ · 860-781-8341

$156.4MRegulatory AUM
1Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2024 — JK PRIVATE WEALTH, LLC (GLASTONBURY, CT) is newly SEC-registered with $107.3M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.