Jackson Sowell

Current Employers

Kinetic Investment Management, Inc.

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

Current Registrations

Authority	Category	Status	Date
KY	RA	APPROVED	2024-03-07

KY RA
APPROVED

Since 2024-03-07

Branch Locations

843 Fairview Avenue Suite B2, Bowling Green, KY 42101 • United States

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

Organization	City	State	From	To
Simplicity Wealth	Bowling Green	KY	01/2023	02/2024
Biggs Financial Services	Bowling Green	KY	08/2022	Present
Houchens Insurance Group	Bowling Green	KY	01/2014	08/2022
Kinetic Investment Management, Inc.	Bowling Green	KY	02/2024	Present

01/2023 → 02/2024

Simplicity Wealth

Bowling Green, KY
08/2022 → Present

Biggs Financial Services

Bowling Green, KY
01/2014 → 08/2022

Houchens Insurance Group

Bowling Green, KY
02/2024 → Present

Kinetic Investment Management, Inc.

Bowling Green, KY

Previous Registrations

2023-02-23 → 2024-02-22

Simplicity Wealth

Bowling Green, KY

Summit, NJ

Other Businesses

ACCOUNTING AND TAX PREPARATION. INSURANCE INVESTMENTS Denali Real Estate Group LLC; Partner; Investment related: No; 843 Fairview Ave, Suite B2 Bowling Green KY 42101 USA; Real Estate; Duties: Commercial and Residential Real Estate ; 2021-01-28; 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: 15; JSMB Investments, LLC; Partner; Investment related: No; 843 Fairview Ave Suite B2 Bowling Green KY 42101 USA; Real Estate; Duties: Residential real estate; 2020-07-09; 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: 7; Sowell Real Estate, LLC (single owner).: Investment related: No; Duties: Real Estate 2022-08-17; 630 Wedgewood Circle, Bowling Green, KY 42103 USA: 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: 10%; JEHT LLC; Partner; Investment related: No; Real Estate 2023-08-28; Duties: Residential real estate; 630 Wedgewood Circle, Bowling Green, KY 42103 USA: 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: 5%;