Jason Provost
Jason Provost is a CFP-designated registered investment advisor at Kinetic Investment Management, INC., based in Oak Brook, IL, with 17 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,460 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kinetic Investment Management charges fees for portfolio management that are negotiable and depend on the client's needs and the complexity of the situation. The final fee schedule is detailed in the Investment Advisory Contract. Fees are typically paid monthly or quarterly in advance.
Location
1301 W. 22nd Street, Suite 202, Oak Brook, IL, 60523
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2007Other Business ActivitiesSells Insurance
Jason is a licensed insurance agent and President of Provost Financial Services, an insurance services company since 2008. He dedicates a few hours per week to this business.
Employment History
Current Registrations
Kinetic Investment Management, INC.
Previous Registrations
Brokers Financial
Horter Investment Management, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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