JK
Joshi Koneru
from Watershed Private Wealth LLC
Joshi Koneru is a financial advisor based in Illinois, Oak Brook,
with 18 years of experience. Joshi currently works for
Watershed Private Wealth LLC.
Joshi maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Joshi Koneru works at Watershed Private Wealth LLC
Watershed Private Wealth LLC is a financial advisory firm based in Oak Brook, Illinois. It currently has approximately $183,080,429 of assets under management and employs about 3 people. Watershed Private Wealth LLC uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
13 years
Fee structure
and a percentage of assets under your management
Office location
1415 W. 22nd Street, Tower Floor, Oak Brook, Illinois, 60523
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