Jesus Jaramillo (CRD# 4902865) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Scottsdale, AZ and has over 19 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Thrivent Investment Management Inc. | Minneapolis, MN | Jul 2023 - Current | < 1 |
Thrivent Financial | Appleton, WI | Jun 2023 - Current | < 1 |
Brookstone Capital Management | Wheaton, IL | Jun 2021 - Jul 2023 | 2 |
Unemployed | Phoenix, AZ | Oct 2020 - May 2021 | < 1 |
Mml Investors Services, LLC | Phoenix, AZ | Apr 2019 - Sep 2020 | 1 |
Massmutual Life Insurance Company | Scottsdale, AZ | Feb 2019 - May 2020 | 1 |
Mutual Of Omaha Investment Services | Phoenix, AZ | Jul 2017 - Mar 2019 | 1 |
Mutual Of Omaha Insurance Company | Phoenix, AZ | Jun 2017 - Mar 2019 | 1 |
Calchoice Wealth Management, Inc. | Scottsdale, AZ | Jun 2016 - Jul 2017 | 1 |
Calchoice Financial | Scottsdale, AZ | Jun 2016 - Jul 2017 | 1 |
Principal Financial | Phoenix, AZ | Jan 2011 - Jun 2016 | 5 |
Waddell & Reed, Inc. | Scottsdale, AZ | Jul 2015 - Apr 2016 | < 1 |
Various Insurance Carriers For W&r Insurance Agencies | Phoenix, AZ | Jul 2015 - Apr 2016 | < 1 |
Transamerica Agency Network | Phoenix, AZ | Nov 2014 - May 2015 | < 1 |
W&s Brokerage Services | Cincinnati, OH | Oct 2013 - Nov 2014 | 1 |
Western Southern Life | Phoenix, AZ | Aug 2013 - Nov 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2005 |
S66 | NASAA Uniform Combined State Law Examination | Apr 2010 |
- AZ
-
Total Assets Under Management12,490MILLIONS
-
Total Number of Accounts40,990ACCOUNTS
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Average Account Value$304,709
- 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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