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Jerron John McDonald

Thrivent Investment Management Inc.

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About Jerron John McDonald

Jerron John McDonald is a registered Investment Advisor Representative with Thrivent Investment Management Inc. Jerron John McDonald is licensed in Minnesota and has been active in the industry since 2021. Jerron John McDonald has Series 63 and 65 licenses. They are located in Otsego, Minnesota, and also has previous work experience in Fargo, North Dakota. Jerron John McDonald also works as a coach for Osseo High School Track and Field.

Firm Information

Jerron McDonald 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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Jerron McDonald’s Registration & Firm History

MN

01/11/2022 - Present

Thrivent Investment Management Inc. (Otsego MN)

ND

06/17/2021 - 07/16/2021

THRIVENT INVESTMENT MANAGEMENT INC. (FARGO ND)

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Licenses & Designations

IA

Issued 08/05/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/13/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/17/2021

Series 7TO - General Securities Representative Examination

BC

Issued 05/11/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jerron John McDonald.
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