JO
CFP
JO
CFP

Jaynie Renee Ozment

3 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
1,252 clients
Average Client Portfolio
$278K average
Assets Under Management
$348.2M

Fee Structure

Minimum Investment:None
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Location

633 W 5th Street, Suite 1050, Los Angeles, CA, 90071

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jaynie is the Vice President of Ozment Agency. This activity is investment-related.

Employment History
Current Registrations
Kinetic Investment Management, INC.
December 2021 - Present · 4 yrs 2 mos
State Registrations1 state
OK
Advisor
Exams
No exam information available for this advisor.