Livingston & Jefferson Inc.

Livingston & Jefferson Inc. (CRD# 107044) is a financial advisory firm headquartered in Cincinnati, OH. They manage $155,382,550 in 34 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    155
    MILLION
  • Total Number of Accounts
    34
    ACCOUNTS
  • Average Account Value
    $4,570,075
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, OH

Financial Advisors at Livingston & Jefferson Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Henry P. Evans
CRD#: 4359037
442 Carew Tower, 441 Vine Street, Cincinnati, OH 45202
90
Wealthminder
score

Henry Evans (CRD# 4359037) is an Investment Advisor Representative working at Livingston & Jefferson Inc. in Cincinnati, OH and has 1 year of experience in the finance industry.

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