JK

Jason Philip Koenig

6 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
7 advisors
Number of Clients
99 clients
Average Client Portfolio
$622K average
Assets Under Management
$61.5M

Fee Structure

This document provides information about Hetal Saki, a financial advisor with AMC Wealth Management, LLC. It does not contain any fee information. Contact AMC Wealth Management, LLC directly for fee details.

Areas of Practice
Investment Management
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Advisor Information

Office location

Chicago, IL

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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 10 mos
Previous Registrations
Edward Jones
December 2019 - March 2020 · 3 mos
Edward Jones Broker
December 2019 - March 2020 · 3 mos
Morgan Stanley
May 2017 - September 2019 · 2 yrs 4 mos
Morgan Stanley Broker
March 2017 - September 2019 · 2 yrs 6 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.