Jason JacobsonCRD Number: 5613748
Current Firm: Thrivent Investment Management Inc.
Jason Jacobson (CRD# 5613748) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Peshtigo, WI and has over 9 years of experience in the finance industry.
Associated Investment Services, Inc.
Lpl Financial LLC
Ameriprise Financial Services, Inc.
|Thrivent Financial For Lutherans||Appleton, WI||Nov 2008 - Current||9|
|Thrivent Investment Management Inc.||Peshtigo, WI||Oct 2008 - Current||9|
|Unemployed||Peshtigo, WI||Jun 2008 - Oct 2008||< 1|
|Imperial Supplies LLC||Green Bay, WI||Jan 2000 - Jun 2008||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2009|
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