TrueAdvisor
TrueAdvisor
JK
JK

Jason Philip Koenig

Amc Wealth Management, LLC
6 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Amc Wealth Management, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
99 clients
Average Client Portfolio
$622K average
Assets Under Management
$61.5M

Location

Chicago, IL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Amc Wealth Management, LLC
March 2022 - Present · 3 yrs 11 mos
Previous Registrations
Edward Jones
December 2019 - March 2020 · 3 mos
Edward JonesBroker
December 2019 - March 2020 · 3 mos
Morgan Stanley
May 2017 - September 2019 · 2 yrs 4 mos
Morgan StanleyBroker
March 2017 - September 2019 · 2 yrs 6 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.