Jake McKinnieCRD Number: 6287588
Current Firm: Thrivent Investment Management Inc.
Jake McKinnie (CRD# 6287588) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Knoxville, TN and has over 3 years of experience in the finance industry.
Retirement Planning Services, LLC
Ubs Financial Services Inc.
Cw Securities, LLC
|Thrivent Financial||Appleton, WI||May 2014 - Current||3|
|Thrivent Investment Management Inc.||Knoxville, TN||Jan 2014 - Current||4|
|Thrivent Financial||Appleton, WI||Mar 2014 - May 2014||< 1|
|Tennova Health And Fitness Center||Powell, TN||Nov 2009 - Mar 2014||4|
|City Of Knoxville||Knoxville, TN||Jul 2013 - Feb 2014||< 1|
|University Of Tennessee||Knoxville, TN||Aug 2006 - Dec 2010||4|
|Axis Security||Johnson City, TN||May 2007 - May 2010||3|
|University Of Tennessee||Knoxville, TN||Jan 2007 - Jan 2009||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2014|
Total Assets Under Management8,027MILLIONS
Total Number of Accounts36,119ACCOUNTS
Average Account Value$222,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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