Jason Briscoe
Jason Briscoe is a registered investment advisor at Thrivent Investment Management INC., based in Eagan, MN, with 19 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Retirement Planning. Their firm serves 77,792 clients with $17B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Thrivent Investment Management offers several managed account programs, each with different investment options and strategies. The fees for these programs are based on a percentage of the assets in your account and are negotiable. The specific fee will depend on the program you choose, the assets in your account, and the complexity of your financial situation. Some programs may also have additional fees for tax overlay services or private wealth consulting. The fees are deducted from your account quarterly.
Location
1895 Plaza Dr, Eagan, MN, 55122
Get directionsHistory
Regulatory History (4)
Regulatory
March 2021Regulatory
August 2017Regulatory
July 2010Regulatory
June 2010Other Business Activities
Jason is the owner of B&B Worldwide LLC, a real estate investment company that rehabs homes for resale. He primarily acts as the financier for the projects, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations8 states
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.