Unclaimed Profile

Timothy Bryan Chon

L.M. KOHN & COMPANY·CINCINNATI, Ohio

SIE, Series 7, Series 24, Series 27, Series 66, Series 99TOClean record9 years registeredL.M. KOHN & COMPANY

10151 CARVER RD., CINCINNATI, OH 45242CRD# 5857698Firm CRD# 27913

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Timothy Bryan Chon · CINCINNATI, OH

Registration

CRD #5857698 · L.M. KOHN & COMPANY · 9 years registered

Brand Profile

Not yet started

Career History

AMERIPRISE FINANCIAL SERVICES, LLC

Nov 2024 – present

L.M. KOHN & COMPANY

Mar 2022 – Oct 2024

CINCINNATI, OH

EDWARD JONES

May 2017 – Feb 2022

Maryland Heights, MO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 27

Series 66

Series 99TO

Registration record

First registered · May 26, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

L.M. KOHN & COMPANY

CRD 27913 · SEC 801-38116

AUM

$2.1B

Regulatory assets under management

Employees

5,799 client accounts

Services offered by L.M. KOHN & COMPANY

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at L.M. KOHN & COMPANY →

Introduction

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Frequently Asked Questions

What services does Timothy Bryan Chon offer?

Timothy Bryan Chon specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.

What are Timothy Bryan Chon's credentials?

Timothy Bryan Chon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy Bryan Chon located?

Timothy Bryan Chon is based in CINCINNATI, Ohio, working with L.M. KOHN & COMPANY. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.

How does Timothy Bryan Chon charge for services?

Timothy Bryan Chon's firm is compensated through percentage of aum, hourly charges, subscription fees, other: flat commission/execution fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is L.M. KOHN & COMPANY?

L.M. KOHN & COMPANY has approximately 85 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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