Jackson
Sowell

Kinetic Investment Management, Inc

CRD#7695074
Investment Advisor
in Bowling Green, KY

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Series 65

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

843 Fairview Avenue Suite B2
Bowling Green, KY 42101

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Kinetic Investment Management, Inc Brokerage Details

Total Assets Under Management

$343,579,081

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

27

KY Average: 43
Total Number of Accounts

2,939

KY Average: 3,727
Average Account Size

$116,903

KY 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

Jackson Sowell Work History

2024 - Present (1 year)

Kinetic Investment Management, Inc

2022 - Present (3 years)

Biggs Financial Services

2023 - 2024 (1 year)

Simplicity Wealth

2014 - 2022 (8 years)

Houchens Insurance Group

2013 - 2016 (3 years)

Western Kentucky University

Created with Highcharts 6.0.7

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

John Kornaga
Los Angeles, CA
Jackson Sowell
Bowling Green, KY
Michael Wienandt
Los Angeles, CA
James Foley
Los Angeles, CA
Jamale Carothers
Los Angeles, CA
Ali Hashemian
Los Angeles, CA
Jaynie Ozment
Los Angeles, CA
Mark Biggs
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started