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JK

Jason P. Koenig

AMC WEALTH MANAGEMENT
Aventura, FL
Some features on this profile are disabled
CRD#: 6736712
JK

Professional summary

Jason Philip Koenig, who also goes by Jason P Koenig, Jason Koenig, is a registered financial advisor currently at AMC WEALTH MANAGEMENT, LLC located in Aventura, Florida.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jason has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jason P Koenig | Jason Koenig

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Philip Koenig's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 25, 2022 - Present

AMC WEALTH MANAGEMENT, LLC

RIA
CRD#: 308157
Aventura, FL
Past

December 20, 2019 - March 3, 2020

EDWARD JONES

RIA
CRD#: 250
MIRAMAR, FL
Past

December 19, 2019 - March 3, 2020

EDWARD JONES

BD
CRD#: 250
MIRAMAR, FL
Past

May 12, 2017 - September 23, 2019

MORGAN STANLEY

RIA
CRD#: 149777
AVENTURA, FL
Past

March 23, 2017 - September 23, 2019

MORGAN STANLEY

BD
CRD#: 149777
AVENTURA, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(3/25/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/11/2017
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/23/2017
General Securities Representative Examination

Current Firm

AW
AMC WEALTH MANAGEMENT, LLC
AMC | AMCWEALTH.COM | AMC WEALTH MANAGEMENT, LLC | AMC WEALTH MANAGEMENT | AMC WEALTH

CRD#: 308157 / SEC#:

Alabama
Registered Investment Advisory firm - (6/8/2022 Approved)
California
Registered Investment Advisory firm - (1/16/2025 Approved)
Delaware
Registered Investment Advisory firm - (11/15/2023 Approved)
Florida
Registered Investment Advisory firm - (3/15/2022 Approved)
Georgia
Registered Investment Advisory firm - (12/3/2021 Approved)
Illinois
Registered Investment Advisory firm - (7/13/2020 Approved)
Louisiana
Registered Investment Advisory firm - (1/18/2024 Approved)
Nevada
Registered Investment Advisory firm - (9/23/2021 Approved)
New York
Registered Investment Advisory firm - (7/12/2024 Approved)
Texas
Registered Investment Advisory firm - (6/19/2024 Approved)
Utah
Registered Investment Advisory firm - (11/17/2022 Approved)
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Contact information

Main Address
Chicago, IL
Mailing Address
Phone number
(618) 384-9478
Established
Firm type
Fiscal year end
# of Employees
7

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts157
AUM (Assets Under Management)$ 61,544,787

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

AMC WEALTH MANAGEMENT, LLC

CRD#: 308157Aventura, FL

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