Jeffrey Malott (CRD# 7205658) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in North Charleston, SC and has over 3 years of experience in the finance industry.
CRD# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial | Appleton, WI | Sep 2020 - Current | 3 |
| Thrivent Investment Management Inc. | North Charleston, SC | Apr 2020 - Current | 4 |
| Thrivent Financial | Appleton, WI | Apr 2020 - Sep 2020 | < 1 |
| Ups | North Charleston, SC | Feb 2020 - Jul 2020 | < 1 |
| Wyzant | Chicago, IL | Jan 2009 - Apr 2020 | 11 |
| Lgcy Power | Lehi, UT | Apr 2018 - Mar 2020 | 1 |
| Ups | North Charleston, SC | Nov 2019 - Dec 2019 | < 1 |
| Nielsen | Oldsmar, FL | Nov 2013 - Apr 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2020 |
- SC
-
Total Assets Under Management14,814MILLIONS
-
Total Number of Accounts42,439ACCOUNTS
-
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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