Kelly Ann Jefferson

Employer firm

Lincoln Investment CRD 519

$22.0B regulatory AUM 595 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Selection of other advisers

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

Current Employers

Lincoln Investment

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2026-08-31

PA RA
APPROVED

Since 2026-08-31

Branch Locations

601 Office Center Drive Suite 300, Fort Washington, PA 19034 • 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

Organization	City	State	From	To
Five Season	Crestview Hills	KY	11/2007	Present
Cincinnati Service Center	Cincinnati	OH	08/2011	Present

11/2007 → Present

Five Season

Crestview Hills, KY
08/2011 → Present

Cincinnati Service Center

Cincinnati, OH

Other Businesses

ATLANTIC DIAGNOSTIC LABORATORIES POSITION: Part-time courier of medical supplies NATURE: Courier INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/15/2024 ADDRESS: 3520 Progress Drive, Bensalem PA 19020, United States DESCRIPTION: Picking up and delivering medical supplies to the warehouse.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-08-28

S66 Uniform Combined State Law Examination

2026-08-28

Other Names

Kelly Ann Brinkman

View on SEC IAPD