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Current Employers
King Wealth Management Group, Llc

270 West Circular Street Suite 1, Saratoga Springs, NY 12866 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-09
  • NY RA
    APPROVED
    Since 2021-08-09

Branch Locations

270 W. Circular Street Suite 1, Saratoga Springs, NY 12866 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Purshe Kaplan Sterling Investments Albany NY 02/2012 01/2018
King Wealth Management Group Llc Saratoga Springs NY 02/2012 Present
King Wealth Management Group Llc Saratoga Springs NY 08/2021 Present
Previous Registrations
  • 2010-11-24 → 2012-02-08
    Saratoga Springs, NY
    Saratoga Springs, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-29
S63 Uniform Securities Agent State Law Examination 1995-07-08
  • S65 Uniform Investment Adviser Law Examination
    2021-07-29
  • S63 Uniform Securities Agent State Law Examination
    1995-07-08
Other Names
  • Jane Marie Chakonas
  • Jane Marie Quinn
  • Jane Marie Chakonas

View on SEC IAPD

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