Unclaimed
Jonathan Ashton Dowell is an investment advisor representative registered with Thrivent Investment Management Inc. Jonathan has been in the industry since April 2024 and holds the Series 7TO, SIE, and Series 66 securities licenses. Jonathan specializes in individual and corporate portfolio management, as well as financial planning. Jonathan's firm, Thrivent Investment Management Inc., is headquartered in Minneapolis, Minnesota and manages over $14.8 billion in client assets.
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.
1
2
TX
05/08/2024 - Present
Thrivent Investment Management Inc. (Conroe TX)
BOTH
Issued 05/07/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/12/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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