Jason
Groth
Kinetic Investment Management, Inc
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About this Advisor
Jason Groth is a financial advisor based in San Diego, California, working with Kinetic Investment Management, Inc. Jason has previously held positions at Independent Financial Group, Safe Harbor Solutions, Kinetic Investment Management, Inc, Crown Capital Securities, Lp, Reliant Capital Group, and Change Path LLC. Jason has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Jason is part of Kinetic Investment Management, Inc, which operates out of San Diego, California. The firm has 13 offices and 27 employees. The firm manages assets totaling $343.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Kinetic Investment Management, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kinetic Investment Management, Inc Brokerage Details
$343,579,081
27
2,939
$116,903
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Jason Groth Work History
Kinetic Investment Management, Inc
Safe Harbor Solutions
Change Path LLC
Crown Capital Securities, Lp
Reliant Capital Group
Independent Financial Group
Disclosures
Please visit the SEC profile of Jason Groth to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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