Efrem Jackson
Efrem Jackson is a registered investment advisor at Thrivent Investment Management INC., based in Minneapolis, MN, with 19 years of industry experience. Efrem 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
600 Portland Ave S, Minneapolis, MN, 55415
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Efrem co-owns Midwest Real Estate, LLC with his wife, passively managing residential rental properties. He also serves as the founder and spiritual leader of Free to Serve Ministries, a Christian non-profit, dedicating minimal time to each activity.
Employment History
Current Registrations
Thrivent Investment Management INC.Broker
Thrivent Investment Management INC.
Previous Registrations
Cetera Investment Advisers LLC
First Allied Securities, INC.Broker
Summit Brokerage Services, INC.Broker
Girard Securities, INC.Broker
Vsr Financial Services, INC.Broker
Investors Capital CORP.Broker
Cetera Advisors LLCBroker
Cetera Investment Services LLCBroker
Cetera Financial Specialists LLCBroker
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Cetera Advisors LLC
Bancwest Investment Services, INC.Broker
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
Principal Global Investors
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
State Registrations1 state
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.