Jason
Provost

Kinetic Investment Management, Inc

CRD#4556982
Investment Advisor
in Oak Brook, IL

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About this Advisor

Jason Provost is a certified financial planner working in Oak Brook, Illinois who has 2 years of industry experience. Provost is currently employed by Kinetic Investment Management, Inc. Throughout their career, Provost has worked at Provost Financial, Brokers International Financial Services and Kinetic Investment Management, Inc. Provost has Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Illinois and Louisiana. Kinetic Investment Management, Inc is a registered investment company headquartered 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 client accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 2,409 client accounts, just 3% are held by high-net-worth clients who have more than $1 million in assets available to invest. The firm performs a broad array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial management fee schedules largely vary depending on which services the firm provides the client. However, fee types billed by Kinetic Investment Management, Inc can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1301 W. 22Nd Street Suite 202
Oak Brook, IL 60523

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Kinetic Investment Management, Inc Brokerage Details

Total Assets Under Management

$249,308,919

IL Average: $7,578,581,321
Total Number of Employees

22

IL Average: 43
Total Number of Accounts

2,409

IL Average: 3,727
Average Account Size

$103,491

IL Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Jason Provost Work History

Jason has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Kinetic Investment Management, Inc

2008 - Present (16 years)

Provost Financial

2009 - 2021 (12 years)

Brokers International Financial Services

*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 Jason Provost 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

Marissa Webb
Los Angeles, CA
Ali Hashemian
Los Angeles, CA
James Foley
Los Angeles, CA
Jaynie Ozment
Los Angeles, CA
Dustin Mitchell
Los Angeles, CA
John Kornaga
Los Angeles, CA
Samuel Adams
Glendale, CA
Jason Groth
San Diego, 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.

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