Jay A. Thurlow

KINETIC PATHWAYS COMPANY

DUNWOODY, GA

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CRD#: 5334911

Professional summary

Jay Alan Thurlow is a registered financial advisor currently at KINETIC PATHWAYS COMPANY located in Dunwoody, Georgia.

Jay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Jay has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The Insurance Shop LLC 2049 Lakesprings Way Dunwoody, GA 30338 Investment related, Insurance products Insurance Producer, Co Owner of business 100 hours monthly prospect, illustrate, sell, applications for policies, customer service and follow up on Life / Health insurance focused clients

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jay Alan Thurlow's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 25, 2024 - Present

KINETIC PATHWAYS COMPANY

RIA

CRD#: 331950

DUNWOODY, GA

Past

July 24, 2020 - April 1, 2024

ALPHASTAR CAPITAL MANAGEMENT

RIA

CRD#: 157423

Atlanta, GA

Past

June 1, 2007 - December 31, 2009

PRINCIPAL SECURITIES, INC.

CRD#: 1137

KERNERSVILLE, NC

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(7/25/2024)

IAR

Idaho
(7/31/2024)

IAR

North Carolina
(7/30/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/26/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/11/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 5/31/2007

Investment Company Products/Variable Contracts Representative Examination

Current Firm

KINETIC PATHWAYS COMPANY

CRD#: 331950 / SEC#:

Georgia

Registered Investment Advisory firm - (7/25/2024 Approved)

Idaho

Registered Investment Advisory firm - (7/31/2024 Approved)

North Carolina

Registered Investment Advisory firm - (7/30/2024 Approved)

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Contact information

Main Address

Dunwoody, GA

Mailing Address

4279 Roswell Rd Suite 208-360, Atlanta, GA 30342

Phone number

(208) 946-9173

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	58
AUM (Assets Under Management)	$ 3,275,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Jay A. Thurlow

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jay Alan Thurlow's CRS (Customer Relationship Summary).

Certified licenses

Experience

KINETIC PATHWAYS COMPANY

ALPHASTAR CAPITAL MANAGEMENT

PRINCIPAL SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/26/2020

Series 63

Date: 6/11/2007

Series 6

Date: 5/31/2007

Current Firm

KINETIC PATHWAYS COMPANY

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

KINETIC PATHWAYS COMPANY

TRUST BUT VERIFY

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