Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Rodriguez is a financial professional with over a decade of experience in the financial services industry. Jason has been with Thrivent Investment Management Inc. since 2022. Before joining Thrivent, Jason was previously registered with First Command Brokerage Services, Inc. Jason is a Series 6, 63, and 65 licensed professional.
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
TX
06/09/2023 - Present
Thrivent Investment Management Inc. (Corpus Christi TX)
TX
02/28/2011 - 10/17/2022
FIRST COMMAND BROKERAGE SERVICES, INC. (CORPUS CHRISTI TX)
IA
Issued 07/21/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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