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Jason D Provost

Kinetic Investment Management, Inc.

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About Jason D Provost

Jason D Provost is a financial advisor with Kinetic Investment Management, Inc. Jason has been in the industry since 2002 and is licensed in Illinois and Louisiana. Jason holds the Series 7, 65 and 66 licenses and is also a Certified Financial Planner. Prior to joining Kinetic Investment Management, Jason was employed by PRUCO Securities, LLC. and Brokers International Financial Services. Jason provides financial planning, educational seminars, and portfolio management services to individuals and businesses. Jason is also President of Provost Financial Services, an insurance services company, and devotes about ten hours each week to this business.

Firm Information

Jason Provost is currently registered with Kinetic Investment Management, Inc.. Kinetic Investment Management, Inc. is an investment advisor based in LOS ANGELES, CA. The firm has 13 licensed agents, 14 investment adviser representatives, and 14 individuals with investment advisory functions. They manage approximately $343,579,081 in assets. The firm provides financial planning, educational seminars, selection of other advisors, and portfolio management for individuals. They cater to high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth.
Kinetic Investment Management, Inc.

633 W 5TH STREET

LOS ANGELES, CA 90071

$343.58M

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jason Provost’s Registration & Firm History

IL

09/27/2021 - Present

Kinetic Investment Management, Inc. (Oak Brook IL)

NJ

08/02/2002 - 09/30/2005

PRUCO SECURITIES, LLC. (NEWARK NJ)

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Licenses & Designations

IA

Issued 02/07/2009

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 08/13/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/01/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason D Provost.
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