Jason ReichertCRD Number: 5517628
Current Firm: Thrivent Investment Management Inc.
Jason Reichert (CRD# 5517628) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Mount Vernon, WA and has over 9 years of experience in the finance industry.
Penn Cove Financial, LLC
Financial Plan, Inc.
|Thrivent Investment Management Inc.||Mount Vernon, WA||Apr 2008 - Current||9|
|Thrivent Financial For Lutherans||Appleton, WI||Apr 2008 - Current||9|
|Horizon Bank||Bellingham, WA||Jul 2007 - Apr 2008||< 1|
|Western Washington Univ.||Bellingham, WA||Sep 2004 - Apr 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2008|
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
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