Jonathan Paul Digerolamo
Investment adviser representative at Kinetic Investment Management, Inc.
11 yearsExperience
1 stateRegistered in
$450.9MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Kinetic Investment Management, Inc.Apr 2026 to now
- Finish Strong Financial ServicesOct 2020 to now
- Digerolamo Family InsuranceApr 2015 to Oct 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Kinetic Investment Management, Inc.
$450.9MAssets managed
1,460Clients
27Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7223387
- Firm CRD
- 283034