Jeffrey Thrana
Investment adviser representative at Pendulum Wealth Partners
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$282.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Purshe Kaplan Sterling InvestmentsOct 2025 to now
- Pendulum Wealth PartnersMay 2025 to now
- Ejmk Ventures LLC d/b/a Pendulum Wealth PartnersMay 2025 to now
- Ameriprise Financial Services, LLCJun 2021 to May 2025
- Build Asset Management, LLCMay 2020 to May 2021
- Wells Fargo Funds Distributor, LLCJan 2010 to Feb 2020
- Wells Fargo Funds Management, LLCJan 2010 to Feb 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Pendulum Wealth Partners
Legal name: Ejmk Ventures LLC
$282.8MAssets managed
274Clients
9Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3191738
- Firm CRD
- 335762