JK Private Wealth, a registered investment advisory firm based in Glastonbury, Connecticut, recently discovered a data breach affecting its sensitive personal information. The breach, identified on May 30, 2024, involved unauthorized access to information through an employee’s email account. By July 5, 2024, the firm began notifying affected individuals.
The exposed data includes names, Social Security numbers, driver’s license or state identification numbers, and financial account details with associated passwords or PINs. This breach was confirmed following an investigation into the unauthorized access.
JK Private Wealth, known for its fiduciary services and investment management, utilizes resources from Charles Schwab & Co., Inc. and Morningstar. The firm provides a wide range of financial services, including retirement planning and portfolio management.
In response to the breach, JK Private Wealth has begun offering notification letters to individuals whose information may have been impacted. The firm is working to address the breach and enhance its data security measures to prevent future incidents.