JK Private Wealth

Who We Are

Meet Jack Koons

Jack Koons

Principal

JK Private Wealth is an Independent Registered Investment Advisory Firm. As a Fiduciary we stand by our commitment and legal obligation to recommend what is in the best interest of our clients. We provide objective, unbiased advice, and strive to educate our clients so they can achieve their financial goals.

Jack Koons, Wealth Management Advisor – For the last 22 years Jack has been helping his clients achieve their financial goals. Prior to founding JK Private Wealth, Jack was a Wealth Management Advisor with the Northwestern Mutual Wealth Management Company where he was a leading Investment Advisor in the greater Hartford area.


Maureen Crowe

Investment Operations Manager

Maureen Crowe, Investment Operations Manager – Maureen started her career working in the Investment Operations area of Northwestern Mutual in 1998. She has been working with Jack for the last 15 years. Our clients find Maureen to be extremely detailed and timely in meeting all their Investment client service needs.


Our clientele

We work with a select group of successful individuals, including corporate executives, professionals, and business owners. Most of our clients are concentrated in Connecticut but we serve clients in many states.

Free Financial Review

We offer a complimentary review meeting to describe our services, and to see if our services are right for you.

Let's chat