KD
KD

Kenneth Michael Dawson

12 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingInsurance PlanningDivorce Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
422 clients
Average Client Portfolio
$3.3M average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$250K
Loading...

Location

109 Pheasant Run, Newtown, PA, 18940

Get directions

History

Regulatory History
Clean regulatory record

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.

Learn about disclosures →
Other Business Activities

Kenneth is the Director of Investment & Retirement Services at JKJ Financial Services, a Limited Partner at JKJ M Equity Partners, a Registered Representative with M Holdings Securities, and an Investment Advisory Representative at LRI Investments, LLC. He is also a Manager/Member at JKJ LRII EQUITY PARTNERS LLC.

Employment History
Current Registrations
Lri Investments
November 2024 - Present · 1 yr 3 mos
M Holdings Securities, INC.Broker
August 2013 - Present · 12 yrs 6 mos
Previous Registrations
M Holdings Securities, INC.
February 2014 - July 2025 · 11 yrs 5 mos
State Registrations1 state
PA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.