Unclaimed
Joshua Dale Jones is a registered representative with Thrivent Investment Management Inc. Joshua has been in the industry since August 2015 and has a Series 7, Series 66, and SIE license. Joshua has been licensed in 20 states and specializes in financial planning and portfolio management for individuals. Joshua has been working with Thrivent Investment Management Inc. since July 2015. The firm has offices in Ridgeland, MS, and Madison, MS. Thrivent Investment Management Inc. manages over 14.8 billion dollars for over 56,800 clients.
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
MS
05/06/2021 - Present
Thrivent Investment Management Inc. (Ridgeland MS)
BOTH
Issued 09/04/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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