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Employer firm

Kinetic Investment Management, Inc. CRD 283034

$451M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Kinetic Investment Management, Inc.

633 W 5Th Street Suite 1050, Los Angeles, CA 90071 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2021-09-27
IL RA APPROVED 2021-09-15
  • LA RA
    APPROVED
    Since 2021-09-27
  • IL RA
    APPROVED
    Since 2021-09-15

Branch Locations

1301 W. 22Nd Street Suite 202, Oak Brook, IL 60523 • United States

633 W 5Th Street Suite 1050, Los Angeles, CA 90071 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Provost Financial Oak Brook IL 10/2008 Present
Brokers International Financial Services Urbandale IA 08/2009 08/2021
Kinetic Investment Management, Inc. Oak Brook IL 08/2021 Present
  • 10/2008 → Present
    Provost Financial
    Oak Brook, IL
  • 08/2009 → 08/2021
    Brokers International Financial Services
    Urbandale, IA
  • 08/2021 → Present
    Oak Brook, IL
Previous Registrations
Other Businesses

Jason D Provost is a licensed insurance agent. Jason D Provost is President of Provost Financial Services an insurance services company, not an investment advise since 2008, located at 1301 West 22nd Street, Suite 202, Oak Brook, IL 60523. Jason D Provost devotes approximately ten hours during trading hours per week to t business.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-02-07
S66 Uniform Combined State Law Examination 2002-08-13
  • S65 Uniform Investment Adviser Law Examination
    2009-02-07
  • S66 Uniform Combined State Law Examination
    2002-08-13
Designations
  • Certified Financial Planner

View on SEC IAPD

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