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Nathan Jones

Thrivent Investment Management INC.
7 Years of Experience
Portland, OR
1 DisclosureBroker
View SEC Summary
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Nathan Jones is a registered investment advisor at Thrivent Investment Management INC., based in Portland, OR, with 7 years of industry experience. Nathan 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

9397 SW Locust St, Portland, OR, 97223

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History

Regulatory History (1)
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.
Customer Dispute
August 2022
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Nathan will soon be a co-owner of Floats 4 Rent PDX LLC, renting inflatable paddle boards and kayaks. This activity, involving equipment setup, payment collection, and customer instruction, will take up less than half of his time during the summer months.

Employment History
Current Registrations
Thrivent Investment Management INC.Broker
October 2018 - Present · 8 yrs
Thrivent Investment Management INC.
October 2018 - Present · 8 yrs
Thrivent Investment Management INC.
October 2018 - Present · 8 yrs
State Registrations7 states
CAMNMTORTXVTWA
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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