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John Joseph McGlynn

L.m. Kohn & Co.

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About John Joseph McGlynn

John McGlynn has been in the financial services industry since 1999. John is currently a registered representative with L.m. Kohn & Co. located in Cincinnati, OH. John is a registered Investment Adviser Representative and is licensed in various states to provide financial advice. The firm also offers a range of services such as financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.

Firm Information

John McGlynn 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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John McGlynn’s Registration & Firm History

OH

03/04/2011 - Present

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

KY

04/24/2009 - 03/07/2011

FIRST KENTUCKY SECURITIES CORPORATION (LOUISVILLE KY)

KY

07/09/2001 - 05/13/2009

UBS FINANCIAL SERVICES INC. (LOUISVILLE KY)

NA

10/07/1992 - 05/26/1994

LEIGH D. BALDWIN & CO., INC.

NA

04/24/1990 - 12/04/1990

DEAN WITTER REYNOLDS INC.

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Licenses & Designations

BOTH

Issued 08/01/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/10/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/06/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Joseph McGlynn.
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