Jason Groth
CRD Number: 2933258Current Firm: Kinetic Investment Management, Inc.
Compensation Model: Both
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kinetic Investment Management, Inc. | San Diego, CA | Jun 2022 - Current | 1 |
| Safe Harbor Solutions | San Diego, CA | Nov 2018 - Current | 5 |
| Change Path LLC | Leawood, KS | Nov 2018 - Current | 5 |
| Reliant Capital Group | San Diego, CA | Jan 2013 - Nov 2018 | 5 |
| Crown Capital Securities, LP | Orange, CA | Apr 2017 - Aug 2018 | 1 |
| Independent Financial Group | San Diego, CA | Feb 2009 - Apr 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1997 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1998 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management344MILLIONS
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Total Number of Accounts2,939ACCOUNTS
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Average Account Value$116,903
- A percentage of assets under your management
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