Jennifer WaldronCRD Number: 5978225
Current Firm: Thrivent Investment Management Inc.
Jennifer Waldron (CRD# 5978225) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in South Bend, IN and has over 4 years of experience in the finance industry.
Creative Financial Designs, Inc.
Raymond James & Associates, Inc.
Integrated Financial Planning Solutions, LLC
|Thrivent Financial For Lutherans||Appleton, WI||Dec 2011 - Current||4|
|Thrivent Investment Management Inc.||South Bend, IN||Sep 2011 - Current||5|
|Nco Financial Systems Inc.||Mishawaka, IN||May 2009 - Jan 2012||2|
|Food For Thought||Chicago, IL||Jul 2008 - May 2009||< 1|
|Chic||Chicago, IL||Sep 2007 - Jul 2008||< 1|
|Chic||Chicago, IL||Apr 2007 - Sep 2007||< 1|
|Tabula Rasa||Amherst, NY||Feb 2007 - Apr 2007||< 1|
|Asg||Amherst, NY||May 2005 - Feb 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2011|
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
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