JP
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
18 advisors
Number of Clients
1,252 clients
Average Client Portfolio
$278K average
Assets Under Management
$348.2M
Fee Structure
Minimum Investment:None
Financial Plan Fee:$1,000 - $10,000
Hourly Rate:$100 - $500/hr
Financial planning fees are negotiable, ranging from $1,000 to $10,000 for fixed-fee plans, depending on the services required. Hourly fees range from $100 to $500. Portfolio management fees are also negotiable. Insurance products are sold separately, and assets allocated to insurance are not subject to advisory fees.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningBusiness OwnersHigh Net Worth
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Advisor Information
Office location
1301 W. 22nd Street, Suite 202, Oak Brook, IL, 60523
Get directionsRegulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2007Closed-No Action
Other 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.
September 2021 - Present · 4 yrs 4 mos
Previous Registrations
Brokers Financial
August 2009 - August 2021 · 12 yrs
Horter Investment Management, LLC
March 2009 - August 2009 · 5 mos
State Registrations2 states
ILLA
Advisor
Exams
No exam information available for this advisor.