Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Zabloudil is a financial advisor with Thrivent Investment Management Inc., having joined in June 2024. Jake has been in the financial industry since October 2004. He has a Series 63, Series 66, Series 7, Series 52TO, Series 55, Series 57TO, Series 99TO and Series 24 licenses. He has worked for other firms in the past including AVANTAX INVESTMENT SERVICES, INC. and 1ST GLOBAL CAPITAL CORP.. He has a broad range of experience in the financial industry, and Jake is committed to providing his clients with personalized financial advice and guidance.
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
MN
07/01/2024 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
TX
10/25/2019 - 06/24/2024
AVANTAX INVESTMENT SERVICES, INC. (DALLAS TX)
TX
05/02/2012 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
TX
03/21/2006 - 04/23/2012
PENSON FINANCIAL SERVICES, INC. (DALLAS TX)
MO
09/08/2004 - 03/04/2005
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 11/03/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/29/2012
Series 4 - Registered Options Principal Examination
BC
Issued 05/21/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/07/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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