Jeremy R. Atkinson

KINSON WEALTH GROUP LLC

Louisville, KY

Some features on this profile are disabled

CRD#: 5877677

Professional summary

Jeremy Ryan Atkinson, CFP® is a registered financial advisor currently at KINSON WEALTH GROUP LLC located in Louisville, Kentucky.

Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jeremy has worked at 5 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Ryan Atkinson's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

May 9, 2024 - Present

KINSON WEALTH GROUP LLC

RIA

CRD#: 330141

Louisville, KY

Past

February 23, 2015 - November 4, 2019

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

WARRENVILLE, IL

Past

February 5, 2015 - November 4, 2019

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

WARRENVILLE, IL

Past

March 17, 2011 - August 1, 2013

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

RIA

CRD#: 109701

WARRENVILLE, IL

Past

February 16, 2011 - August 1, 2013

LASALLE ST SECURITIES, L.L.C.

CRD#: 7191

WARRENVILLE, IL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Kentucky
(5/9/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/16/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/15/2011

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 10/2/2018

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 7/23/2018

General Securities Sales Supervisor - Options Module Examination

Current Firm

KINSON WEALTH GROUP LLC

CRD#: 330141 / SEC#:

Kentucky

Registered Investment Advisory firm - (5/9/2024 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Louisville, KY

Mailing Address

Phone number

(502) 612-0052

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jeremy R. Atkinson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Ryan Atkinson's CRS (Customer Relationship Summary).

Certified licenses

Experience

KINSON WEALTH GROUP LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

LASALLE ST SECURITIES, L.L.C.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/16/2011

SIE

Date: 10/1/2018

Series 7

Date: 2/15/2011

Series 10

Date: 10/2/2018

Series 9

Date: 7/23/2018

Current Firm

KINSON WEALTH GROUP LLC

Contact information

Documents

Red Flags

Company Information

KINSON WEALTH GROUP LLC

TRUST BUT VERIFY

Similar Advisors