| Entity Name: | JK PRIVATE WEALTH, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Foreign |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 16 Dec 2019 |
| Business ALEI: | 1330285 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 49 WELLES ST, GLASTONBURY, CT, 06033, United States |
| Mailing address: | 49 WELLES ST, SUITE 204, GLASTONBURY, CT, United States, 06033 |
| ZIP code: | 06033 |
| County: | Hartford |
| Place of Formation: | DELAWARE |
| E-Mail: | jack@jkprivatewealth.com |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JK PRIVATE WEALTH RETIREMENT TRUST | 2023 | 843108256 | 2024-07-09 | JK PRIVATE WEALTH | 2 | |||||||||||||||||||||||
|
||||||||||||||||||||||||||||
| Role | Plan administrator |
| Date | 2024-07-09 |
| Name of individual signing | PLAN SPONSOR |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2022-01-01 |
| Business code | 541600 |
| Sponsor’s telephone number | 2039151280 |
| Plan sponsor’s address | 49 WELLES STREET, SUITE 204, GLASTONBURY, CT, 06033 |
Signature of
| Role | Plan administrator |
| Date | 2023-07-24 |
| Name of individual signing | PLAN SPONSOR |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| JOHN KOONS | Agent | 49 Welles St, Suite 204, GLASTONBURY, CT, 06033-4240, United States | 49 Welles St, Suite 204, GLASTONBURY, CT, 06033-4240, United States | +1 203-915-1280 | jack@jkprivatewealth.com | 29 Mansion St, New Haven, CT, 06512-3948, United States |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| JOHN KOONS | Officer | 49 WELLES ST, SUITE 204, GLASTONBURY, CT, 06033, United States | +1 203-915-1280 | jack@jkprivatewealth.com | 29 Mansion St, New Haven, CT, 06512-3948, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012070853 | 2024-02-21 | No data | Annual Report | Annual Report | No data |
| BF-0011489787 | 2023-08-21 | No data | Annual Report | Annual Report | No data |
| BF-0009907997 | 2023-08-10 | No data | Annual Report | Annual Report | No data |
| BF-0010915494 | 2023-08-10 | No data | Annual Report | Annual Report | No data |
| BF-0008780451 | 2023-08-10 | No data | Annual Report | Annual Report | 2020 |
| BF-0011880287 | 2023-07-11 | No data | Administrative Dissolution | Notice of Intent to Dissolve/Revoke | No data |
| BF-0010426243 | 2022-01-21 | 2022-01-21 | Change of Business Address | Business Address Change | No data |
| 0006696255 | 2019-12-16 | 2019-12-16 | Business Registration | Certificate of Registration | No data |
Date of last update: 13 Jan 2025
Sources: Connecticut's Official State Website
