Kelly
Jones

Thrivent Investment Management Inc

CRD#5516622
Investment Advisor
in Hickory, NC

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About this Advisor

Kelly Jones is a financial advisor operating out of Hickory, North Carolina, who has been in the financial industry for 12 years. Jones is an employee of Thrivent Investment Management Inc. Their career trajectory has included roles at Thrivent Investment Management Inc and Thrivent Financial For Lutherans. Jones has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in North Carolina and Texas. Thrivent Investment Management Inc is a financial advisory company that has its headquarters in Hickory, North Carolina. The company has offices in 854 locations and a total of 3,494 advisors. It oversees $11 billion in total assets between its 33,764 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. Of its 33,764 accounts, 17% are held by high-net-worth individuals who have greater than $1 million in investable assets. Thrivent Investment Management Inc offers a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fees typically are based on which service is offered. Fees charged by Thrivent Investment Management Inc may include any blend of 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

910 Tate Blvd Se
Hickory, NC 28602

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$11,272,695,425

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

3,494

NC Average: 157
Total Number of Accounts

33,764

NC Average: 8,262
Average Account Size

$333,867

NC Average: $640,173

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Investment Advisory Services

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

Kelly Jones Work History

Kelly has 12 years of experience.

2008 - Present (13 years)

Thrivent Investment Management Inc

2008 - Present (13 years)

Thrivent Financial For Lutherans

Disclosures

Kelly Jones has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Thrivent Investment Management Inc

Todd Braaksma
Portage, WI
Camille Adair-Hatch
Kirkland, WA
Wilfred Wong
Minneapolis, MN
Roger Deterding
Mount Horeb, WI
Lucas Beatty
Charlotte, NC
Tiffany Stanton
Johnston, IA
Rick Hart
Livonia, MI
Gary Samuelson
Concord, NC

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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