Jay Thurlow
Jay Thurlow is a registered investment advisor at Kinetic Pathways Company, based in Dunwoody, GA, with 5 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 41 clients with $3.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kinetic Pathways charges a management fee based on the value of your portfolio, payable monthly. The fees range up to 2.25% per year, depending on the investment strategy and the size of your account. These fees may be negotiable.
Location
Dunwoody, GA
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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
Jay is a co-owner of The Insurance Shop LLC and works as an insurance producer, focusing on life and health insurance. He spends about half his time prospecting, illustrating, selling, and providing customer service.
Employment History
Current Registrations
Kinetic Pathways Company
Previous Registrations
Alphastar Capital Management
State Registrations3 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.