Jk Private Wealth, LLC

JK Private Wealth, LLC is a financial advisory firm established in 2019, specializing in providing investment advisory services to individuals and various clients. The firm is wholly owned by John Koons and acts as a fiduciary, always prioritizing clients' best interests. Services offered include Asset Management, where portfolios are tailored to meet specific investment goals and continuously monitored and rebalanced. The firm may utilize third-party investment advisors for portfolio implementation. JK Private Wealth manages $127,105,066 in assets on a discretionary basis as of 12/31/2024. For Asset Management, fees are charged based on a percentage of assets under management, with negotiable rates. Clients may incur transaction fees, but the firm does not receive a portion of these fees. The firm does not charge performance-based fees and does not impose account requirements for individuals and high net worth individuals. Investment strategies include asset allocation, fixed income investments, and long-term and short-term purchases. JK Private Wealth recommends Charles Schwab as a custodian/broker and does not receive compensation for client referrals. The firm does not provide cash or non-cash compensation for testimonials or endorsements. Clients have investment discretion, and the firm does not accept proxy authority to vote client securities. The firm does not provide financial information in the brochure.