Jessica
Gruver Koefod

Thrivent Investment Management Inc

CRD#6281166
Investment Advisor
in Boise, ID

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About this Advisor

Jessica Gruver Koefod is a financial advisor based in Boise, Idaho, working with Thrivent Investment Management Inc. Jessica has previously held positions at Thrivent Investment Management Inc, United States Air Force, and Thrivent Financial. Jessica has passed the Series 66 regulatory exam and is registered to provide services in the District of Columbia, Idaho, Texas, and Washington. Currently, Jessica is part of Thrivent Investment Management Inc, which operates out of Boise, Idaho. The firm has 1,111 offices and 3,596 employees. The firm manages assets totaling $14.8 billion and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Thrivent Investment Management Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

913 W River St
Boise, ID 83702

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$14,813,761,600

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

3,596

ID Average: 157
Total Number of Accounts

42,439

ID Average: 8,262
Average Account Size

$349,060

ID Average: $640,173

Investment Advisory Services

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

Jessica Gruver Koefod Work History

2015 - Present (9 years)

Thrivent Financial

2014 - Present (10 years)

Thrivent Investment Management Inc

2014 - 2015 (1 year)

Thrivent Financial

2008 - 2015 (7 years)

United States Air Force

Disclosures

Please visit the SEC profile of Jessica Gruver Koefod 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

Toniette Flint
Watertown, WI
Kevin White
Blue Springs, MO
Grant Mengel
Schenectady, NY
Benjamin Tamms
Waukesha, WI
Rachel French
Astoria, OR
Justin Keeler
Federal Way, WA
Simon Blattstein
Schenectady, NY
James Dugan
Knoxville, TN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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