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Jacob Vean Woodbrey

Thrivent Investment Management Inc.

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About Jacob Vean Woodbrey

Jacob Vean Woodbrey is a financial advisor with Thrivent Investment Management Inc.. Jacob is registered with the state of Idaho. Jacob has been in the financial industry since 2022 and is active in both the Broker-Dealer and Investment Advisor channels. Jacob has a Series 66, 7TO and SIE licenses. Jacob is also registered in Idaho, California, Utah and Washington. Jacob has been employed with Thrivent Investment Management Inc. since 2022 and has also worked with Eat Fresh NW, LLC, Live Real Estate and Primerica Financial Services. Jacob has experience working with individuals, high-net-worth individuals, corporations, churches and non-profit sharing retirement accounts, and pension and profit sharing plans. Jacob is committed to providing personalized financial advice and helping clients achieve their financial goals.

Firm Information

Jacob Woodbrey is currently registered with Thrivent Investment Management Inc.. Thrivent Investment Management Inc., founded in 1986, is a corporation headquartered in Minneapolis, Minnesota. The firm provides financial planning and portfolio management services for individuals, corporations, and other entities, including churches and non-profit organizations. Thrivent is registered with the SEC and in all 50 states.
Thrivent Investment Management Inc.

600 PORTLAND AVENUE SOUTH

MINNEAPOLIS, MN 55415

$14.81B

Assets Under Management

56,805

Total Clients

3,242

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jacob Woodbrey’s Registration & Firm History

ID

07/01/2022 - Present

Thrivent Investment Management Inc. (Boise ID)

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Licenses & Designations

BOTH

Issued 06/30/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/10/2022

Series 7TO - General Securities Representative Examination

BC

Issued 04/12/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Jacob Vean Woodbrey. Review regulatory record here.
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