Gary
Jeffers

Thrivent Investment Management Inc

CRD#5229562
Investment Advisor
in Tempe, AZ

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About this Advisor

Gary Jeffers is an investment advisor in Tempe, Arizona. Currently a registered advisor at Thrivent Investment Management Inc, they have accumulated 12 years of work experience as a financial advisor. Jeffers has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Jeffers can work with clients based out of Arizona and Texas. During their career, the advisor has held roles at Thrivent Financial For Lutherans and Thrivent Investment Management Inc. Thrivent Investment Management Inc is based out of Tempe, Arizona, and operates out of 1,130 additional brick-and-mortar locations throughout the country. Overall, Thrivent Investment Management Inc manages $11 billion in assets throughout 40,463 accounts and employs more than 3,731 people. The level of assets currently under the firm's management places it among the biggest financial advisory firms in the country. The firm manages 16,132 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 7% of the investment firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Thrivent Investment Management Inc can offer financial planning services, portfolio management for individuals and small businesses and selection of other advisers. The firm may charge clients asset-based and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

12 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

430 W Warner Rd
Tempe, AZ 85284

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$11,429,462,443

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

3,614

AZ Average: 157
Total Number of Accounts

45,987

AZ Average: 8,262
Average Account Size

$248,537

AZ Average: $640,173

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Investment Advisory Services

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

Gary Jeffers Work History

Gary has 12 years of experience.

2006 - Present (13 years)

Thrivent Financial For Lutherans

2006 - Present (13 years)

Thrivent Investment Management Inc

Disclosures

Gary Jeffers has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Thrivent Investment Management Inc

Manuel Soliz
Walnut Creek, CA
Rick Hart
Livonia, MI
Larry Dolan
Leesburg, FL
Lisa Hartel
Fayetteville, GA
William Fore
Madison, AL
Charis Meyer
Muskego, WI
Erik Hanson
Saint Cloud, MN
Thomas Knauer
Lancaster, PA

This content was compiled from the SEC and FINRA.

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