Jason CarterCRD Number: 5362346
Current Firm: Thrivent Investment Management Inc.
Jason Carter (CRD# 5362346) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Valparaiso, IN and has over 9 years of experience in the finance industry.
Oneamerica Securities, Inc.
Ausdal Financial Partners, Inc.
J.p. Morgan Securities LLC
|Thrivent Financial For Lutherans||Appleton, WI||Sep 2007 - Current||9|
|Thrivent Investment Management Inc.||Valparaiso, IN||Jul 2007 - Current||10|
|Valparaiso University||Valparaiso, IN||May 2006 - Current||11|
|Thrivent Financial For Lutherans||Appleton, WI||Jun 2007 - Sep 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2007|
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