JC
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Jonathan Cook

11 Years of Experience
Ridgeland, MS
Broker

Jonathan Cook is a registered investment advisor at Thrivent Investment Management INC., based in Ridgeland, MS, with 11 years of industry experience. Jonathan 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3110 advisors
Number of Clients
77,792 clients
Average Client Portfolio
$225K average
Assets Under Management
$17.5B

Fee Structure

Minimum Investment:$25K

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.

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Location

571 Highway 51, Ridgeland, MS, 39157

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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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Other Business Activities

Jonathan is involved in several community and civic activities, including a connect leader at Glory to Him Church, a council member for Ariton Town Council, and a board member for the Ozark Heritage Association. He is also a member of the Mississippi Army National Guard, dedicating nearly full-time hours to this role, and is running for Town Mayor of Ariton, AL.

Employment History
Current Registrations
Thrivent Investment Management INC.
May 2021 - Present · 5 yrs
Thrivent Investment Management INC.
November 2014 - Present · 11 yrs 6 mos
Thrivent Investment Management INC.Broker
November 2014 - Present · 11 yrs 6 mos
State Registrations6 states
ALFLGALAMSVA
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.
Jonathan Cook - Financial Advisor | TrueAdvisor