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Kharis Quaintance

Thrivent Investment Management INC.
21 Years of Experience
Jacksonville, FL
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Kharis Quaintance is a registered investment advisor at Thrivent Investment Management INC., based in Jacksonville, FL, with 21 years of industry experience. Kharis is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 125,754 clients with $21B in assets under management.

Thrivent Investment Management INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3240 advisors
Number of Clients
125,754 clients
Average Client Portfolio
$165K average
Assets Under Management
$20.8B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.00%
$100K - $250K1.85%
$250K - $500K1.70%
$500K - $1.0M1.55%
$1.0M - $3.0M1.45%
$3.0M - $5.0M1.25%
$5.0M - $10.0M1.00%
$10M+0.90%

Fees are maximum annual percentages and vary by program type, household assets, and negotiation. Separately managed account programs have higher maximum fees (up to 2.50% for smaller accounts).

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4887 Belfort Rd, Jacksonville, FL, 32256

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
February 1991
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Kharis is a board member for the Jacksonville Urban League and treasurer for the University of Florida Black Alumni, dedicating minimal time to each. Kharis also receives residuals from health, dental, and vision insurance from United Medical Group and owns real estate rental properties through Khajem LLC, spending minimal time on these activities.

Employment History
Current Registrations
Thrivent Investment Management INC.
July 2023 - Present · 3 yrs 3 mos
Thrivent Investment Management INC.Broker
July 2023 - Present · 3 yrs 3 mos
Previous Registrations
Prudential Financial Planning Services
November 2021 - June 2023 · 1 yr 7 mos
Pruco Securities, LLC.Broker
September 2021 - June 2023 · 1 yr 9 mos
Nylife Securities LLCBroker
February 2021 - September 2021 · 7 mos
World Group Securities, INC.Broker
February 2008 - March 2011 · 3 yrs 1 mo
World Group Securities, INC.Broker
May 2007 - December 2007 · 7 mos
Amsouth Investment Services, INC.Broker
December 2003 - August 2006 · 2 yrs 8 mos
Compass Brokerage, INC.Broker
May 2003 - December 2003 · 7 mos
Wachovia Securities, INC.
October 2000 - January 2003 · 2 yrs 3 mos
Wachovia Securities, INC.Broker
October 2000 - January 2003 · 2 yrs 3 mos
First Union Brokerage Services, INC.Broker
May 2000 - October 2000 · 5 mos
Pruco Securities CorporationBroker
March 1993 - September 1999 · 6 yrs 6 mos
State Registrations39 states
ALCACOCTDCFLGAIAIDILINKSLAMAMDMEMIMNMOMSMTNCNDNJNYOHOKORPASCSDTNTXUTVAWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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