Vaughan and Company Securities, Inc.

Kevin Leeds is a financial advisor at Vaughan and Company Securities, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has maintained a long-standing accounting practice, Kevin L. Leeds, CPA, PC, since 1980. Leeds also has extensive experience in academia, having been associated with St. Peter’s College and St. Peter’s University for multiple decades. Vaughan & Co. Securities, Inc. provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and other businesses. The firm employs a comprehensive investment process that incorporates fundamental, cyclical, and quantitative analysis, emphasizing asset allocation and both long- and short-term strategies.

Tyler Kennedy is a financial advisor at Vaughan and Company Securities, Inc. with four years of industry experience. He holds a Series 65 designation and has worked at Vaughan and Company Securities in various capacities since 2019, with a brief tenure at Betterment in 2023-2024. Prior to his advisory career, he held positions in the retail and hospitality sectors. Vaughan and Company Securities, Inc. provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and businesses. The firm manages approximately $280 million in assets using a combination of fundamental, cyclical, and quantitative analysis, with an emphasis on asset allocation and both long- and short-term strategies.

James Vaughan III is a CFP® professional with 40 years of experience in the financial services industry. He has been with Vaughan and Company Securities, Inc. since 1986 and also served on the faculty of Fairleigh Dickinson University for 14 years. In addition to his advisory role, he oversees the day-to-day operations of Officer Pension Administrators Inc., a retirement plan administration firm. Vaughan is also an attorney-at-law. Vaughan and Company Securities, Inc. provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and businesses, managing both discretionary and non-discretionary assets. The firm employs a diversified investment approach incorporating fundamental, cyclical, and quantitative analysis, and offers services including portfolio management, pension consulting, and 529 education account management.