JP
JP

Jason Pacheco

18 Years of Experience
Broker

Jason Pacheco is a registered investment advisor at Thrivent Asset Management, LLC, based in Minneapolis, MN, with 18 years of industry experience. Jason 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 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.

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Employment History
Current Registrations
Thrivent Asset Management, LLC
September 2021 - Present · 4 yrs 7 mos
Thrivent Distributors, LLC
September 2021 - Present · 4 yrs 7 mos
Thrivent Distributors, LLCBroker
September 2021 - Present · 4 yrs 7 mos
Previous Registrations
Wells Fargo Funds Distributor, LLCBroker
January 2019 - September 2021 · 2 yrs 8 mos
Wells Fargo Funds Management, LLC
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
WI
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.
Jason Pacheco - Financial Advisor | TrueAdvisor