Jason Koenig
AMC Wealth · Chicago, Illinois
Jason Koenig is a fee-only financial advisor at AMC Wealth in Chicago, Illinois. Jason charges a percentage of assets and hourly fees (0.3%–1% a year of assets managed and a $100,000 asset minimum).
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Facts
| Firm | AMC Wealth |
|---|---|
| Based in | Chicago, Illinois |
| Fee model | Percentage of assets · Hourly |
| Fees (firm's website) | 0.3%–1% a year of assets managed · A $100,000 asset minimum |
| Assets under management | $111.0M across 256 accounts |
| SEC registration | Investment adviser representative in FL · CRD 6736712 |
| Exams passed | Series 66 (2017) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | amcwealth.com |
How Jason's firm compares
- AMC Wealth's average account is about $434,000, from its Form ADV (assets managed divided by 256 accounts).
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Questions about Jason
Is Jason Koenig a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and AMC Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jason charge for financial advice?
Jason charges a percentage of assets and hourly fees.
How much does Jason charge?
According to AMC Wealth's website, checked October 30, 2026: 0.3%–1% a year of assets managed; a $100,000 asset minimum.
Where is Jason Koenig based?
Jason Koenig is based in Chicago, Illinois.
Is Jason Koenig registered with the SEC?
Yes. Jason Koenig is registered as an investment adviser representative in FL (CRD 6736712), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does AMC Wealth manage?
AMC Wealth reports $111.0M across 256 accounts in assets under management.
How do I contact Jason Koenig?
Through Jason's website, amcwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- AMC Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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