Caleb
Jones

Thrivent Investment Management Inc

CRD#7719870
Investment Advisor
in Allen, TX

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About this Advisor

Caleb Jones is a financial advisor based in Allen, Texas, working with Thrivent Investment Management Inc. Caleb has previously held positions at Fidelity Investments, Chick-Fil-A, New Day Church, Meten English - Likeshuo, Allied Aviation Dfw, Olive Garden, Isle At Watercrest, Panera Bread, Mid-America Christian University, Thrivent Investment Management Inc, and Thrivent Financial. Caleb has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oklahoma and Texas. Currently, Caleb is part of Thrivent Investment Management Inc, which operates out of Allen, Texas. 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 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

900 W Bethany Drive
Allen, TX 75013

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$14,813,761,600

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

3,596

TX Average: 157
Total Number of Accounts

42,439

TX Average: 8,262
Average Account Size

$349,060

TX Average: $640,173

Investment Advisory Services

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

Caleb Jones Work History

2024 - Present (0 year)

Thrivent Financial

2023 - Present (1 year)

Thrivent Investment Management Inc

2023 - Present (1 year)

Thrivent Financial

2019 - 2023 (4 years)

Fidelity Investments

2019 - 2019 (< 1 year)

Chick-Fil-A

2018 - 2019 (1 year)

New Day Church

2018 - 2018 (< 1 year)

Meten English - Likeshuo

2017 - 2018 (1 year)

Allied Aviation Dfw

2017 - 2017 (< 1 year)

Olive Garden

2016 - 2016 (< 1 year)

Isle At Watercrest

2016 - 2016 (< 1 year)

Panera Bread

2011 - 2015 (4 years)

Mid-America Christian University -- Full-Time Student

Disclosures

Please visit the SEC profile of Caleb Jones 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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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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