Jeffrey Adkins is a registered investment advisor at Jla Capital, LLC, based in Prospect, KY, with 32 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 36 clients with $57M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
Fees are negotiable. Minimum quarterly fee of $250, may be waived.
Fee Estimator
Location
Prospect, KY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jeffrey is a registered investment advisor representative with JLA Capital, a PIC branch of LM Kohn & Co. This activity takes nearly full-time hours.
Employment History
Current Registrations
Jla Capital, LLC
Previous Registrations
L.M. Kohn & CompanyBroker
L.M. Kohn & Company
First Kentucky Securities CorporationBroker
First Kentucky Securities CORP
UBS Financial Services INC.
UBS Financial Services INC.Broker
Banc One Securities CorporationBroker
PNC Brokerage CORPBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.