Nathan
Jones
Thrivent Investment Management Inc
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About this Advisor
Nathan Jones is a financial advisor based in Portland, Oregon with a total of 5 years of industry experience. Jones works at Thrivent Investment Management Inc. Their career trajectory has included roles at Portland Parks And Recreation, University Of Oregon, University Of Oregon Global Scholars Dining Hall, Garden Way Retirement Center, Bailey Hill Instructional Center, Thrivent Investment Management Inc and Thrivent Financial. Jones has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in Oregon. Thrivent Investment Management Inc is an advisory firm that has its headquarters in Minneapolis, MN. The firm has offices in 1,106 locations and a total of 3,548 employees. It has $13 billion in assets under management across its 40,990 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. Of its 40,990 customer accounts, just 13% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The firm offers a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors largely are based on which services the firm provides the client. However, fee types charged by Thrivent Investment Management Inc likely include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Thrivent Investment Management Inc Brokerage Details
$12,490,022,666
3,548
40,990
$304,709
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Nathan Jones Work History
Nathan has been registered as a financial advisor for 5 years.*
Thrivent Investment Management Inc
Thrivent Financial
Thrivent Financial
Portland Parks And Recreation
Portland Parks And Recreation
University Of Oregon Global Scholars Dining Hall
Garden Way Retirement Center
University Of Oregon
Bailey Hill Instructional Center
Portland Parks And Recreation
*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 Nathan Jones to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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