DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jeffrey Lee Ed Adkins
Feed of 09/14/2026
Also filed as Jeffery Lee Ed Adkins
At current firm
1 y
since Jul 31, 2025
In the industry
32 y
since Nov 19, 1993 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Jla Capital, LLC state registered currentsince Jul 31, 2025 · Prospect, Ky
- L.M. Kohn & Company formerMar 4, 2011 to Jul 31, 2025 · Cincinnati, Oh
- First Kentucky Securities Corp independent RIAJun 15, 2009 to Mar 7, 2011 · Louisville, Ky
- UBS Financial Services Inc. wirehouseJan 12, 2004 to Jul 2, 2009 · Louisville, Ky
Moves
a registration end followed by a registration begin elsewhere
- L.M. Kohn & Company to Jla Capital, LLCleft Jul 31, 2025, registered Jul 31, 2025 (0 days) · RIA to a state-registered adviser
- First Kentucky Securities Corp to L.M. Kohn & Companyleft Mar 7, 2011, registered Mar 4, 2011 (-3 days) · Other
- UBS Financial Services Inc. to First Kentucky Securities Corpleft Jul 2, 2009, registered Jun 15, 2009 (-17 days) · Other
Signals
- Jeffrey Lee Ed Adkins left L.M. Kohn & Company for Jla Capital, Llc (registered 2025-07-31)Jul 31, 2025 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- STATE REGISTEREDderived
- Years in industry
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address