Jolyn Conway Sweet
Investment adviser representative at King Wealth Management Group, LLC
13 yearsExperience
1 stateRegistered in
$1.1BFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- King Wealth Management Group, LLCJan 2025 to now
- The Colony GroupJun 2024 to Jan 2025
- Connectus Wealth AdvisersOct 2023 to Jun 2024
- Atlas Private Wealth ManagementJan 2022 to Oct 2023
- Lavelle & Finn, LLPFeb 2013 to Dec 2021
Exams passed
- Series 66 · Uniform Combined State Law2005
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
King Wealth Management Group, LLC
$1.1BAssets managed
719Clients
9Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4480588
- Firm CRD
- 159550