Jason Pacheco (CRD# 5347021) is an Investment Advisor Representative working at Thrivent Asset Management, LLC in Minneapolis, MN and has over 16 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Thrivent Distributors LLC | Appleton, WI | Sep 2021 - Current | 2 |
Thrivent Financial | Appleton, WI | Sep 2021 - Current | 2 |
Wells Fargo Funds Distributor | Menomonee Falls, WI | Jan 2019 - Sep 2021 | 2 |
Wells Fargo Clearing Services, LLC | Waukesha, WI | Nov 2016 - Jan 2019 | 2 |
Wells Fargo Advisors, LLC | Waukesha, WI | Jul 2016 - Nov 2016 | < 1 |
Tiaa-cref Individual & Institutional Services, LLC | Denver, CO | Dec 2006 - Jul 2016 | 9 |
Tiaa | Denver, CO | Dec 2006 - Jul 2016 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2007 |
S65 | NASAA Investment Advisors Law Examination | Oct 2016 |
- WI
-
Total Assets Under Management30,311MILLIONS
-
Total Number of Accounts33ACCOUNTS
-
Average Account Value$918,513,807
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
- Other
MN, WI
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