Jake LoweryCRD Number: 5974054
Current Firm: Thrivent Investment Management Inc.
Jake Lowery (CRD# 5974054) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Surfside Beach, SC and has over 6 years of experience in the finance industry.
Voya Financial Advisors, Inc.
Berry Financial Securities, LLC
H.d. Vest Advisory Services, Inc.
|Thrivent Financial||Appleton, WI||Mar 2016 - Current||1|
|Thrivent Investment Management Inc.||Surfside Beach, SC||Dec 2015 - Current||2|
|Thrivent Financial||Appleton, WI||Jan 2016 - Mar 2016||< 1|
|Edward Jones||St Louis, MO||Sep 2011 - Nov 2015||4|
|Carolina Urologic Research Center||Myrtle Beach, SC||Oct 2009 - Sep 2011||1|
|United Global Transport||St. Peters, MO||Mar 2009 - Oct 2009||< 1|
|Shoreline Property Management, LLC||Garden City Beach, SC||Jan 2008 - Mar 2009||1|
|Tavern In The Forest||Myrtle Beach, SC||Oct 2007 - Jan 2008||< 1|
|Ctx Mortgage Company, LLC||Myrtle Beach, SC||Jan 2006 - Oct 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 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