Jessie-Jo Lucas has been an investment adviser representative at Kinetic Investment Management since April 2026, and is not listed among the firm’s executive officers or direct owners.
Kinetic Investment Management, Inc. is a Los Angeles, CA firm with $451M under management, 1,460 clients and 31 advisers across 20 offices, as of its September 2026 filing.
- – present · under a yearThe Woodlands, TX · Adviser representative · Firm CRD 283034
Investment adviser representative registrations
Jessie-Jo Lucas is registered as an investment adviser representative in Texas, since April 2026.
- TexasSince 30 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 March 2026 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7309764
- Firm
- Kinetic Investment Management · CRD 283034
- Office
- 21 Waterway Ave, Suite 300, The Woodlands, TX 77380
- Registration
- Investment adviser registration
- In the industry since
- April 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Jessie-Jo Lucas work?
Jessie-Jo Lucas is an investment adviser representative registered through Kinetic Investment Management, Inc. since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Jessie-Jo Lucas a financial advisor?
Yes. Jessie-Jo Lucas has a current investment-adviser registration in Texas, through Kinetic Investment Management since April 2026.
How many years of experience does Jessie-Jo Lucas have?
Jessie-Jo Lucas has 0 years in the financial industry, since April 2026, across 1 adviser firm.
What exams has Jessie-Jo Lucas passed?
Jessie-Jo Lucas passed the Series 65 in March 2026.
Where is Jessie-Jo Lucas based?
Jessie-Jo Lucas’ registered office is in The Woodlands, TX.
Is Jessie-Jo Lucas registered with FINRA?
No. Jessie-Jo Lucas has no current broker registration.
How can I verify Jessie-Jo Lucas’ record?
Search CRD 7309764 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jessie-Jo Lucas’ full registration record.