Jonathan
Zama

Thrivent Investment Management Inc

CRD#7473494
Investment Advisor
in Windsor, CO

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About this Advisor

Jonathan Zama is a financial advisor operating in Windsor, Colorado with 1 year of relevant experience. Zama is an advisor for Thrivent Investment Management Inc. Over the course of their career, Zama has held roles at Cheddars Scratch Kitchen, Rivendell Sanctuary, North Gate Car Wash, Griffis Blessing, Greystar Real Estate Partners, Logos Preporatory Student, Thrivent Investment Management Inc and Thrivent Financial. Zama holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Colorado and Texas. Thrivent Investment Management Inc is an advisory business based in Minneapolis, MN. The firm has offices in 1,106 locations and a total of 3,548 advisors. It oversees $13 billion in assets under management between its 40,990 accounts, making it one of the largest investment advisory firms in the nation by assets under management. Of its 40,990 customer accounts, just 13% are held by high-net-worth investors who have more than $1 million in assets available to invest. The firm has a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services typically vary depending on the services offered. However, fees charged by Thrivent Investment Management Inc likely include asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

355 Eastman Park Dr
Windsor, CO 80550

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$12,490,022,666

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

3,548

CO Average: 157
Total Number of Accounts

40,990

CO Average: 8,262
Average Account Size

$304,709

CO Average: $640,173

Investment Advisory Services

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

Jonathan Zama Work History

Jonathan has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Thrivent Financial

2021 - Present (3 years)

Thrivent Investment Management Inc

2022 - 2022 (< 1 year)

Thrivent Financial

2020 - 2022 (2 years)

Greystar Real Estate Partners

2016 - 2020 (4 years)

Griffis Blessing

2015 - 2015 (< 1 year)

Cheddars Scratch Kitchen

2015 - 2015 (< 1 year)

North Gate Car Wash

2013 - 2014 (1 year)

Rivendell Sanctuary

2011 - 2013 (2 years)

Logos Preporatory Student

*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 Zama 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

Taylor Larson
Englewood, CO
Erland Porter
Carmel, IN
Jason Eden
Bloomingdale, IL
Robert Swearingen
Minneapolis, MN
Melissa Murphy
Appleton, WI
Carlos Escobar
Morton, IL
Paul Hawkins
Blue Springs, MO
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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