Jolyn Conway Sweet

Employer firm

King Wealth Management Group, LLC CRD 159550

$1.08B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2025 → Present
  King Wealth Management Group, Llc
  Saratoga Springs, NY
• 06/2024 → 01/2025
  The Colony Group
  Albany, NY
• 10/2023 → 06/2024
  Connectus Wealth Advisers
  Albany, NY
• 01/2022 → 10/2023
  Atlas Private Wealth Management
  Albany, NY
• 02/2013 → 12/2021
  Lavelle & Finn, Llp
  Latham, NY
• 03/2025 → Present
  King Wealth Management Group, Llc
  Saratoga Springs, NY

Other Businesses

NOTARY PUBLIC, GANSEVOORT, NY, NOT INVESTMENT-RELATED, 12/14/15, NOTARIZE DOCUMENTS, 0-1 HOURS DEVOTED PER MONTH, NONE DURING SECURITIES TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-03-24
• S66 Uniform Combined State Law Examination
  2005-11-15

Other Names

• Jolyn Sweet