Jessie-jo Lucas
Investment adviser representative at Kinetic Investment Management, Inc.
17 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
17 years in the industry.
- Kinetic Investment Management, Inc.Apr 2026 to now
- Lucas Wealth and RetirementAug 2021 to now
- Woodforest Wealth StrategiesOct 2020 to Aug 2021
- AmerilifeJan 2019 to Apr 2021
- SchoolingOct 2018 to Dec 2018
- Tesla-solarFeb 2018 to Sep 2018
- Pvh -tommy HilfigerJan 2009 to Feb 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7309764
- Firm CRD
- 283034