Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Henry Jacobs is a financial professional with Thrivent Investment Management Inc., registered in Iowa and other states. Jason holds the Series 66, Series 7TO, and SIE licenses. Jason is a member of the Community First Broadcasting, Christ the King Lutheran Church, Spencer Youth Baseball and Softball Association, and Spencer Jaycees. Jason's areas of specialization include Portfolio Management for Individuals and Financial Planning.
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
IA
09/06/2022 - Present
Thrivent Investment Management Inc. (SPENCER IA)
BOTH
Issued 09/02/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/15/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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