![Jesse Reyna, financial advisor Medford OR](/img/ws/profile-blank-sq.png)
Jesse Reyna (CRD# 7250073) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Medford, OR and has over 3 years of experience in the finance industry.
![Brooke Ashland, financial advisor Medford OR](/img/ws/profile-blank-sq.png)
CRD# 2762853
Cutler Investment Group
![Susanne Atondo, financial advisor Medford OR](/img/ws/profile-blank-sq.png)
CRD# 4913338
Edward Jones
![Gregory Bassett, financial advisor Medford OR](/img/ws/profile-blank-sq.png)
CRD# 5798731
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Thrivent Financial | Appleton, WI | Oct 2020 - Current | 3 |
Thrivent Investment Management Inc. | Medford, OR | Apr 2020 - Current | 4 |
Thrivent Financial | Appleton, WI | Apr 2020 - Oct 2020 | < 1 |
Gardaworld | Medford, OR | Jun 2013 - Apr 2020 | 6 |
Oregon Army National Guard | Medford, OR | Jun 2008 - Jun 2014 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2020 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OR
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Total Assets Under Management14,814MILLIONS
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Total Number of Accounts42,439ACCOUNTS
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Average Account Value$349,060
- 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, WY
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