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Jeffrey Leeed Adkins

L.m. Kohn & Co.

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About Jeffrey Leeed Adkins

Jeffrey Adkins has been in the financial industry since 1993. Jeffrey is currently registered with L.m. Kohn & Co. as an Investment Advisor Representative. Prior to this, Jeffrey was employed with several other firms including FIRST KENTUCKY SECURITIES CORPORATION, UBS FINANCIAL SERVICES INC., BANC ONE SECURITIES CORPORATION, PNC BROKERAGE CORP and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Jeffrey holds several licenses and certifications, including Series 7, Series 24, Series 63 and Series 65. Jeffrey provides services in Financial Planning, Pension Consulting and Selection of Other Advisers, Portfolio Management for Businesses and Portfolio Management for Individuals.

Firm Information

Jeffrey Adkins is currently registered with L.m. Kohn & Co.. L.m. Kohn & Co. is a corporation formed in 1990, headquartered in Cincinnati, Ohio. They offer a range of advisory services including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. They primarily serve individuals, corporations, pension and profit-sharing plans, and high-net-worth individuals with approximately $1 billion to $10 billion in assets under management. The firm is registered with the SEC and in 49 states.
L.m. Kohn & Co.

10151 CARVER RD.

CINCINNATI, OH 45242

$2.09B

Assets Under Management

Not reported

Total Clients

77

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Flat commission/execution fee

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Jeffrey Adkins’s Registration & Firm History

OH

03/07/2011 - Present

L.m. Kohn & Co. (CINCINNATI OH)

KY

06/15/2009 - 03/07/2011

FIRST KENTUCKY SECURITIES CORPORATION (LOUISVILLE KY)

KY

01/18/2002 - 07/02/2009

UBS FINANCIAL SERVICES INC. (LOUISVILLE KY)

IL

03/20/1995 - 01/29/2002

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

PA

05/10/1994 - 04/03/1995

PNC BROKERAGE CORP (PITTSBURGH PA)

NY

11/10/1993 - 03/24/1994

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/31/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/19/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/24/2014

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/09/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Leeed Adkins.
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