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Kora Jefferis

Renaissance Investment Management

Covington, KY

CRD 8010027

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Employer firm

Renaissance Investment Management CRD 105916

$2.91B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Renaissance Investment Management

50 E. Rivercenter Blvd. Suite 1200, Covington, KY 41011 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2024-11-21
  • KY RA
    APPROVED
    Since 2024-11-21

Branch Locations

50 E. Rivercenter Blvd. Suite 1200, Covington, KY 41011 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Renaissance Investment Management Covington KY 10/2023 Present
Renaissance Investment Management Covington KY 05/2021 10/2023
Indiana Univesrsity-Purdue University Fort Wayne Fort Wayne IN 08/2017 06/2021
Bagger Dave'S Fort Wayne IN 03/2020 05/2021
Unemployed Fort Wayne IN 04/2020 04/2020
Cracker Barrel Fort Wayne IN 08/2019 03/2020
Garret State Bank Fort Wayne IN 01/2019 08/2019
Pf Chang'S Fort Wayne IN 10/2018 01/2019
Target Fort Wayne IN 09/2017 10/2018
City Of Union City Indiana Union City IN 06/2015 08/2017
Union City Jr./Sr. High School Union City IN 08/2014 06/2017
Reit Price Company Union City IN 03/2014 07/2018
  • 10/2023 → Present
    Covington, KY
  • 05/2021 → 10/2023
    Covington, KY
  • 08/2017 → 06/2021
    Indiana Univesrsity-Purdue University Fort Wayne
    Fort Wayne, IN
  • 03/2020 → 05/2021
    Bagger Dave'S
    Fort Wayne, IN
  • 04/2020 → 04/2020
    Unemployed
    Fort Wayne, IN
  • 08/2019 → 03/2020
    Cracker Barrel
    Fort Wayne, IN
  • 01/2019 → 08/2019
    Garret State Bank
    Fort Wayne, IN
  • 10/2018 → 01/2019
    Pf Chang'S
    Fort Wayne, IN
  • 09/2017 → 10/2018
    Target
    Fort Wayne, IN
  • 06/2015 → 08/2017
    City Of Union City Indiana
    Union City, IN
  • 08/2014 → 06/2017
    Union City Jr./Sr. High School
    Union City, IN
  • 03/2014 → 07/2018
    Reit Price Company
    Union City, IN
Designations
  • Certified Financial Planner

View on SEC IAPD

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