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Jason Baird

Thrivent Investment Management Inc.

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About Jason Baird

Jason Baird is a financial advisor based in Winchester, VA. Jason has been in the financial services industry since 2023. Jason is currently registered with Thrivent Investment Management Inc. and previously worked at Northwestern Mutual Investment Services, LLC. Jason holds the Series 63, Series 65, Series 6TO, and SIE licenses. Jason is also registered in Arkansas, Colorado, Delaware, Kentucky, Louisiana, Maryland, New Jersey, North Carolina, Ohio, Pennsylvania, South Carolina, Virginia, and West Virginia.

Firm Information

Jason Baird 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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Jason Baird’s Registration & Firm History

VA

07/15/2024 - Present

Thrivent Investment Management Inc. (Purcellville VA)

VA

09/19/2023 - 05/07/2024

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (RESTON VA)

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Licenses & Designations

IA

Issued 07/06/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/14/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/16/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/04/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jason Baird. Review regulatory record here.
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