Jonathan Dacanay

Thrivent Asset Management, LLC

17 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Thrivent Asset Management, LLC

Compensation

Fee-Only (AUM)

Firm Size

23 advisors

Number of Clients

31 clients

Average Client Portfolio

$1.5B average

Assets Under Management

$46.8B

Fee Structure

Financial Planning:Investment management only

Location

901 Marquette Avenue, Suite 2500, Minneapolis, MN, 55402

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Thrivent Asset Management, LLC

June 2020 - Present · 5 yrs 8 mos

Thrivent Distributors, LLC

November 2019 - Present · 6 yrs 3 mos

Thrivent Distributors, LLCBroker

November 2019 - Present · 6 yrs 3 mos

Previous Registrations

Locorr Distributors, LLCBroker

December 2018 - May 2019 · 5 mos

Beaumont Financial Partners LLC

October 2018 - October 2018 · 0 mos

Realty Capital Securities, LLCBroker

August 2014 - December 2015 · 1 yr 4 mos

John Hancock Distributors LLCBroker

March 2008 - August 2014 · 6 yrs 5 mos

John Hancock Funds, LLCBroker

January 2006 - March 2008 · 2 yrs 2 mos

First Investors CorporationBroker

August 2004 - December 2005 · 1 yr 4 mos

State Registrations50 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.