Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Owens is a financial advisor with Thrivent Investment Management Inc. Jacob has been in the financial services industry since 2021 and is registered to provide investment advice in Illinois and Texas. Jacob has a Series 63, 66 and 7TO licenses, as well as the SIE Exam. Jacob works with individuals and families to develop financial plans and manage investment portfolios.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IL
12/20/2021 - Present
Thrivent Investment Management Inc. (Geneva IL)
IL
07/02/2021 - 08/13/2021
THRIVENT INVESTMENT MANAGEMENT INC. (DOWNERS GROVE IL)
BOTH
Issued 12/17/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/06/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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