Jolene Macpherson, financial advisor San Rafael CA

Jolene Macpherson

CRD Number: 2371443
Current Firm: Thrivent Investment Management Inc.

Jolene Macpherson (CRD# 2371443) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in San Rafael, CA and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Thrivent Financial For Lutherans Appleton, WI Jan 2005 - Current 19
Thrivent Investment Management Inc. Novato, CA Oct 2004 - Current 19
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2005
Contact Info for Jolene K. Macpherson
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    12,490
    MILLIONS
  • Total Number of Accounts
    40,990
    ACCOUNTS
  • Average Account Value
    $304,709
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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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