Jonathan
Cook

Thrivent Investment Management Inc

CRD#6393406
Investment Advisor
in Ozark, AL

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About this Advisor

Jonathan Cook is a financial advisor who works in Ozark, Alabama with a total of 2 years of relevant experience. Cook works at Thrivent Investment Management Inc. During their career, the advisor has held roles at Thrivent Investment Management Inc, Army National Guard and Thrivent Financial. Cook holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Alabama. Thrivent Investment Management Inc is a financial advisory business that has its headquarters in Minneapolis, MN. The investment advisory business has offices in 1,106 locations and a total of 3,548 people on staff. It oversees $13 billion in total assets across its 40,990 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. Of its 40,990 client accounts, just 13% are held by high-net-worth investors who have more than $1 million in assets. The company has a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fees usually vary depending on which services the firm provides the client. However, fees billed by Thrivent Investment Management Inc can consist of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

120 N Merrick Ave
Ozark, AL 36360

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$12,490,022,666

AL Average: $5,289,111,388
Total Number of Employees

3,548

AL Average: 157
Total Number of Accounts

40,990

AL Average: 8,262
Average Account Size

$304,709

AL Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Jonathan Cook Work History

Jonathan has been registered as a financial advisor for 2 years.*

2015 - Present (9 years)

Thrivent Financial

2014 - Present (10 years)

Thrivent Investment Management Inc

2014 - 2015 (1 year)

Thrivent Financial

2012 - 2014 (2 years)

Army National Guard

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jonathan Cook to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Thrivent Investment Management Inc

Sara Meyer
Asheville, NC
Matthew Dendinger
Ponca, NE
Karen Newquist
Madison, WI
Nick Goins
Scottsdale, AZ
Jason Eden
Bloomingdale, IL
Daniel Demers
Stevens Point, WI
Ryan Anderson
Sioux Falls, SD
Paul Gamache
Colorado Springs, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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