Jamale Trevon Carothers

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2012 → 05/2022
  N/A
  Bowling Green, KY
• 12/2021 → Present
  Biggs Financial Services
  Bowling Green, KY
• 10/2022 → Present
  Simplicity Wealth
  Bowling Green, KY
• 02/2022 → Present
  Clj Investment Group
  Bowling Green, KY
• 08/2022 → Present
  N/A
  Bowling Green, KY
• 03/2022 → Present
  Podium Properties
  Bowling Green, KY
• 08/2022 → Present
  Carothers Real Estate
  Bowling Green, KY
• 02/2024 → Present
  Kinetic Investment Management, Inc.
  Bowling Green, KY
• 12/2021 → Present
  Biggs Financial Services
  Bowling Green, KY
• 02/2014 → 05/2022
  Various
  Bowling Green, KY

Previous Registrations

• 2022-10-19 → 2024-02-22
  Simplicity Wealth
  Bowling Green, KY
  Summit, NJ

Other Businesses

1.) CLJ Investment Group; Partner; Investment related: Yes; 843 Fairview Ave Suite B2 Bowling Green KY 42101; A partnership that sells and leases residential real estate; 2022-02-12; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0; 2.) N/A; Producer; Investment related: YES; 843 Fairview Ave Suite B2 Bowling Green KY 42101; Life and Health Insurance Agent; 2022-08-02; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0; 3.) Podium Properties; Partner; Investment related: No; 843 Fairview Ave Suite B2 Bowling Green KY 42101; A partnership that sells and leases residential real estate; 2022-03-10; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0; 4.) Carothers Real Estate; Owner; Investment related: No; 843 Fairview Ave Suite B2 Bowling Green KY 42101; Lease and sell residential real estate; 2022-08-15; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0;

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-08-22