Efrem D Jackson
Investment adviser representative at Thrivent Investment Management Inc.
10 yearsExperience
1 stateRegistered in
$20.8BFirm assets
39 yearsFirm in business
Are you Efrem D Jackson? 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.Sep 2024 to now
- Thrivent FinancialAug 2024 to now
- HomemakingMay 2024 to Aug 2024
- Cetera Investment Advisers LLCJun 2023 to May 2024
- Summit Brokerage Services, Inc.Jul 2015 to Dec 2019
- Girard Securities, Inc.Jul 2015 to Nov 2017
- Investors Capital Corp.Jul 2015 to Nov 2016
- Vsr Financial Services, Inc.Jul 2015 to Nov 2016
- Cetera Advisor Networks LLCMar 2014 to May 2024
- Cetera Advisors LLCMar 2014 to May 2024
- Cetera Financial Specialists LLCMar 2014 to May 2024
- Cetera Investment Services LLCMar 2014 to May 2024
- First Allied Securities, Inc. - CpMar 2014 to Sep 2022
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 5190809
- Firm CRD
- 18387