Jason
Provost
Kinetic Investment Management, Inc
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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
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
Jason Provost Work History
Jason has been registered as a financial advisor for 2 years.*
Kinetic Investment Management, Inc
Provost Financial
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
Los Angeles, CA
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Glendale, CA
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.