Jason
Provost
Kinetic Investment Management, Inc
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About this Advisor
Jason Provost is a financial advisor based in Oak Brook, Illinois, working with Kinetic Investment Management, Inc. Jason has previously held positions at Provost Financial, Kinetic Investment Management, Inc, and Brokers International Financial Services. Jason has passed the Series 65 and Series 66 regulatory exams and is registered to provide services in Illinois and Louisiana. Currently, Jason is part of Kinetic Investment Management, Inc, which operates out of Oak Brook, Illinois. 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 Provost Work History
Kinetic Investment Management, Inc
Provost Financial
Brokers International Financial Services
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.
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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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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.
