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Jeremy Kelley

Thrivent Investment Management INC.
13 Years of Experience
Yakima, WA
4 DisclosuresBroker
View SEC Summary
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Jeremy Kelley is a registered investment advisor at Thrivent Investment Management INC., based in Yakima, WA, with 13 years of industry experience. Jeremy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 125,754 clients with $21B in assets under management.

Thrivent Investment Management INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3240 advisors
Number of Clients
125,754 clients
Average Client Portfolio
$165K average
Assets Under Management
$20.8B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.00%
$100K - $250K1.85%
$250K - $500K1.70%
$500K - $1.0M1.55%
$1.0M - $3.0M1.45%
$3.0M - $5.0M1.25%
$5.0M - $10.0M1.00%
$10M+0.90%

Fees are maximum annual percentages and vary by program type, household assets, and negotiation. Separately managed account programs have higher maximum fees (up to 2.50% for smaller accounts).

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

509 W Chestnut Ave, Yakima, WA, 98902

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
July 2017
Final
Financial
June 2017
Final
Financial
June 2017
Final
Financial
November 2016
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jeremy is a board member for Heartlinks Hospice and Palliative Care, a non-profit organization. He dedicates minimal time to this activity, helping with planning, recruitment, and spreading awareness.

Employment History
Current Registrations
Thrivent Investment Management INC.
November 2014 - Present · 11 yrs 11 mos
Thrivent Investment Management INC.Broker
November 2014 - Present · 11 yrs 11 mos
Previous Registrations
Morgan Stanley
July 2013 - November 2014 · 1 yr 4 mos
Morgan StanleyBroker
June 2013 - November 2014 · 1 yr 5 mos
State Registrations9 states
AZFLHIIDILKSNDORWA
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.
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