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Jaynie Renee Ozment

Kinetic Investment Management, Inc.

Los Angeles, CA

Tulsa, OK

CRD 7478045

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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
OK RA APPROVED 2021-12-14
  • OK RA
    APPROVED
    Since 2021-12-14

Branch Locations

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

5540 S. 79Th E. Place, Tulsa, OK 74145 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kinetic Investment Management, Inc. Tulsa OK 12/2021 Present
Ozment Agency Tulsa OK 04/2018 Present
Wheeler Ozment Agency Tulsa OK 01/2016 04/2018
Other Businesses

1) OZMENT AGENCY; VICE PRESIDENT; INVESTMENT RELATED: YES; TULSA, OK

Designations
  • Certified Financial Planner
Other Names
  • Jaynie Lowers

View on SEC IAPD

Nearby Firms

POST ADVISORY GROUP, LLC
WESTMOUNT PARTNERS, LLC
GIDEON CAPITAL, LLC

Nearby Investors

TERRENCE MICHAEL DEMOREST
DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER

Nearby Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA

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