Jason Mcpeak
Investment adviser representative at Thrivent Investment Management Inc.
10 yearsExperience
4 statesRegistered in
$20.8BFirm assets
39 yearsFirm in business
Are you Jason Mcpeak? Claim your profile
Contact this firm
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
10 years in the industry.
- Thrivent Investment Management Inc.Jun 2025 to now
- Thrivent FinancialJun 2025 to now
- Modern Woodmen of AmericaMay 2024 to Jun 2025
- Mwa Financial Services Inc.May 2024 to Jun 2025
- Heartland Bank and Trust CompanyAug 2022 to Oct 2023
- Self Employed / ConsultingJun 2022 to Jun 2025
- Country Capital Management CompanyJun 2016 to May 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 4 states (DC, IL, OK, TX).
Thrivent Investment Management Inc.
$20.8BAssets managed
125,754Clients
3,179Advisers
39 yearsIn 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
- 4619221
- Firm CRD
- 18387