Jackson Sowell
Jackson Sowell is a registered investment advisor at Kinetic Investment Management, INC., based in Bowling Green, KY, with 3 years of industry experience. Jackson 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
843 Fairview Avenue, Suite B2, Bowling Green, KY, 42101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jackson is involved in accounting, tax preparation, insurance investments, and real estate through several entities including Denali Real Estate Group LLC, JSMB Investments LLC, Sowell Real Estate, LLC, and JEHT LLC. He dedicates minimal time to these activities outside of trading hours.
Employment History
Current Registrations
Kinetic Investment Management, INC.
Previous Registrations
Simplicity Wealth
State Registrations1 state
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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