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KJ

Kora Jefferis

RENAISSANCE INVESTMENT MANAGEMENT
Covington, KY 41011
Some features on this profile are disabled
CRD#: 8010027
KJ

Professional summary

Kora Jefferis is a registered financial advisor currently at RENAISSANCE INVESTMENT MANAGEMENT located in Covington, Kentucky.

Kora is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Kora has worked at 1 firm .

top-8-questions

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 Kora Jefferis's CRS (Customer Relationship Summary).
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®
None

Experience

Current

November 21, 2024 - Present

RENAISSANCE INVESTMENT MANAGEMENT

Office #1: 50 E. Rivercenter Blvd. Suite 1200, Covington, KY 41011
RIA
CRD#: 105916
Covington, KY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RI
RENAISSANCE INVESTMENT MANAGEMENT
BOWLING PORTFOLIO MANAGEMENT | THE RENAISSANCE GROUP LLC | THE EDEN PARK GROUP LLC | RENAISSANCE INVESTMENT MANAGEMENT/BOWLING PORTFOLIO MANAGEMENT | RENAISSANCE INVESTMENT MANAGEMENT

CRD#: 105916 / SEC#: 801-50177

RIA
Registered Investment Advisory firm - (9/26/1995 Approved)

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
(11/21/2024)

Exams

Current Firm

RI
RENAISSANCE INVESTMENT MANAGEMENT
BOWLING PORTFOLIO MANAGEMENT | THE RENAISSANCE GROUP LLC | THE EDEN PARK GROUP LLC | RENAISSANCE INVESTMENT MANAGEMENT/BOWLING PORTFOLIO MANAGEMENT | RENAISSANCE INVESTMENT MANAGEMENT

CRD#: 105916 / SEC#: 801-50177

RIA
Registered Investment Advisory firm - (9/26/1995 Approved)
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Contact information

Main Address
50 E. Rivercenter Blvd. Suite 1200, Covington, KY 41011
Mailing Address
Phone number
(513) 723-4500
Established
Firm type
Fiscal year end
# of Employees
21

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV_PART_2A (3/25/2025)

Regulatory assets under management

Total Number of Accounts1,652
AUM (Assets Under Management)$ 2,766,684,328

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.

Company Information

RENAISSANCE INVESTMENT MANAGEMENT

CRD#: 105916Covington, KY 41011

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