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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Jackson is a financial advisor with Thrivent Investment Management Inc. based in Elk River, MN. Jeremy has been working in the financial industry since 2002. Jeremy has a series 7, 63, and 66, and has passed the SIE exam. Prior to joining Thrivent, Jeremy was a financial advisor with FRED ALGER & COMPANY, LLC and TRANSAMERICA CAPITAL, INC. Jeremy specializes in working with high net worth individuals, corporations, and churches. Jeremy is registered in 12 states including Arizona, Florida, Illinois, Iowa, Massachusetts, Minnesota, North Dakota, South Dakota, Texas, and Wisconsin.
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
07/21/2021 - Present
Thrivent Investment Management Inc. (Elk River MN)
NY
06/10/2016 - 06/18/2021
FRED ALGER & COMPANY, LLC (NEW YORK NY)
CO
12/08/2014 - 05/20/2016
TRANSAMERICA CAPITAL, INC. (DENVER CO)
MN
04/19/2005 - 11/25/2014
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
MN
08/03/2006 - 09/27/2006
CRI SECURITIES, LLC (ST. PAUL MN)
MN
03/13/2002 - 11/03/2004
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
BOTH
Issued 06/28/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/06/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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