Jackson
Sowell
Kinetic Investment Management, Inc
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About this Advisor
Jackson Sowell is a financial advisor based in Bowling Green, Kentucky, working with Kinetic Investment Management, Inc. Jackson has previously held positions at Simplicity Wealth, Biggs Financial Services, Western Kentucky University, Houchens Insurance Group, and Kinetic Investment Management, Inc. Jackson has passed the Series 65 regulatory exam and is registered to provide services in Kentucky. Currently, Jackson is part of Kinetic Investment Management, Inc, which operates out of Bowling Green, Kentucky. 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
Jackson Sowell Work History
Kinetic Investment Management, Inc
Simplicity Wealth
Biggs Financial Services
Houchens Insurance Group
Western Kentucky University
Disclosures
Please visit the SEC profile of Jackson Sowell 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
Bowling Green, KY
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
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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