Jonathan Groleau, financial advisor Grove City OH
89 score

Jonathan Groleau

CRD Number: 6249178
Current Firm: Thrivent Investment Management Inc.

Jonathan Groleau (CRD# 6249178) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Grove City, OH and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Thrivent Financial For Lutherans Appleton, WI Feb 2014 - Current 2
Thrivent Investment Management Inc. Grove City, OH Sep 2013 - Current 3
Thrivent Financial For Lutherans Appleton, WI Jan 2014 - Feb 2014 < 1
Air Transport International Wilmington, OH Nov 2010 - Sep 2013 2
166ars, Rickenbacker Iap, Ohio Air National Guard Columbus, OH Jun 2008 - Sep 2013 5
Quantadyn Pensacola, FL May 2013 - Aug 2013 < 1
55ars, Altus, Afb, Usaf Altus, OK Aug 2004 - Jun 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for Jonathan P. Groleau
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • OH
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
89
Clean Record
This advisor has a clean track record with regulators.

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