Stacee Jacobs, financial advisor Fort Lauderdale FL
83 score

Stacee Jacobs

CRD Number: 5427265
Current Firm: Thrivent Investment Management Inc.

Stacee Jacobs (CRD# 5427265) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Fort Lauderdale, FL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Thrivent Financial For Lutherans Appleton, WI Jul 2008 - Current 8
Thrivent Investment Management Inc. Sunrise, FL Jun 2008 - Current 8
Edward Jones Arvada, CO Sep 2007 - May 2008 < 1
Unemployed Wheat Ridge, CO Jul 2007 - Sep 2007 < 1
Hanks Auto Body West Wheat Ridge, CO Aug 1999 - Jun 2007 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Stacee L. Jacobs
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • FL
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    8,027
    MILLIONS
  • Total Number of Accounts
    36,119
    ACCOUNTS
  • Average Account Value
    $222,230
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
83

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