Jason L Pacheco

Thrivent Asset Management, LLC

18 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 Ave, 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

September 2021 - Present · 4 yrs 5 mos

Thrivent Distributors, LLCBroker

September 2021 - Present · 4 yrs 5 mos

Thrivent Distributors, LLC

September 2021 - Present · 4 yrs 5 mos

Previous Registrations

Wells Fargo Funds Management, LLC

January 2019 - September 2021 · 2 yrs 8 mos

Wells Fargo Funds Distributor, LLCBroker

January 2019 - September 2021 · 2 yrs 8 mos

Wells Fargo Clearing Services, LLC

October 2016 - January 2019 · 2 yrs 3 mos

Wells Fargo Clearing Services, LLCBroker

July 2016 - January 2019 · 2 yrs 6 mos

Tiaa-Cref Individual & Institutional Services, LLCBroker

June 2007 - July 2016 · 9 yrs 1 mo

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.