JD
JD

Jonathan Dacanay

17 Years of Experience
Broker

Jonathan Dacanay is a registered investment advisor at Thrivent Asset Management, LLC, based in Minneapolis, MN, with 17 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 31 clients with $47B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
23 advisors
IM Fee
Planning only
Assets Under Management
$46.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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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.

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Employment History
Current Registrations
Thrivent Asset Management, LLC
June 2020 - Present · 5 yrs 10 mos
Thrivent Distributors, LLC
November 2019 - Present · 6 yrs 5 mos
Thrivent Distributors, LLCBroker
November 2019 - Present · 6 yrs 5 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

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.