Jonathan Munson, financial advisor Sterling Heights MI

Jonathan Munson

CRD Number: 5896138
Current Firm: Thrivent Investment Management Inc.

Jonathan Munson (CRD# 5896138) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Sterling Heights, MI and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Thrivent Financial For Lutherans Appleton, WI Mar 2014 - Current 10
Thrivent Investment Management Inc. Sterling Heights, MI Mar 2011 - Current 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2011
Contact Info for Jonathan L. Munson
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • MI
  • OK
  • TX
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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