Unclaimed
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.
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
01/11/2022 - Present
Thrivent Investment Management Inc. (Otsego MN)
ND
06/17/2021 - 07/16/2021
THRIVENT INVESTMENT MANAGEMENT INC. (FARGO ND)
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
Active
Inactive
F
FINRA
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