Jason Koenig

Jason is a native of South Florida and works out of Aventura, Florida, located between  Miami and Fort Lauderdale. He has a bachelor’s degree in Finance from the University of Central Florida. He began his career in advising at Morgan Stanley in 2017, spending three years in a rigorous training program, learning key investment management and financial planning concepts geared to help, and serve, high net worth clientele.

Shortly before the market took a hit from the coronavirus pandemic in March of 2020, Jason was called to help serve business owners in need and hired as a contractor for the Small Business Administration. He worked on the Economic Injury Disaster Loan (EIDL) program. While there, he processed loans, helping all types of financially distressed business owners around the country obtain critical financing.

Jason joined AMC Wealth at the end of 2021. He strives to deliver incredible value to his clients by leveraging the firm’s most modern tools and resources. 

His hobbies include studying music theory and production (currently user certified in Pro Tools), enjoying CNBC, reading nonfiction books, and attending family/friend celebrations.

954-495-0444 | jason@amcwealth.com | Financial Advisor