Jaynie
Ozment
Kinetic Investment Management, Inc
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About this Advisor
Jaynie Ozment is a certified financial planner based out of Los Angeles, California with 2 years of relevant experience. Ozment works at Kinetic Investment Management, Inc. Ozment has gained experience at Kinetic Investment Management, Inc, Ozment Agency, Wheeler Ozment Agency, Self Employeed, Bent Arrow Vet and Dunlap And Kyle- Hesslebein Tire. Ozment is registered to work in Oklahoma. Kinetic Investment Management, Inc is a registered investment company that has its headquarters in Los Angeles, CA. It has offices in 18 locations and a total of 22 people on staff. It has $249 million in assets between its 2,409 customer accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 2,409 customer accounts, just 3% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial management depend on the type of financial services provided. However, fees billed by Kinetic Investment Management, Inc likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kinetic Investment Management, Inc Brokerage Details
$249,308,919
22
2,409
$103,491
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Jaynie Ozment Work History
Jaynie has been registered as a financial advisor for 2 years.*
Kinetic Investment Management, Inc
Ozment Agency
Wheeler Ozment Agency
Self Employeed
Bent Arrow Vet
Dunlap And Kyle- Hesslebein Tire
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jaynie Ozment to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kinetic Investment Management, Inc
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
San Diego, CA
Glendale, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
