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Jay T

Series 63, Series 65

Dunwoody, GA

Kinetic Pathways Company

Jay Thurlow is the sole advisor at Kinetic Pathways Company in Dunwoody, GA, holding Series 63 and Series 65 licenses with five years of industry experience. He has worked at Alphastar Capital Management, LLC, and has been involved with The Insurance Shop LLC, where he is co-owner and active in life and health insurance sales and client service. Kinetic Pathways Company provides fee-based investment management and financial planning for individuals, trusts, estates, and charitable organizations, offering discretionary, custom portfolio management with an emphasis on income-oriented portfolios using structured notes and market-linked CDs. The firm also assists with startup services for employer retirement plans and integrates significant insurance activities alongside its specialized investment approach.

Income planning General tax planning Cash flow / budgeting Life insurance needs analysis
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