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Jennifer Nichole Smith

Investment adviser representative at Thrivent Investment Management Inc.
18 yearsExperience
2 statesRegistered in
$20.8BFirm assets
39 yearsFirm in business

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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

18 years in the industry.

  1. Thrivent FinancialFeb 2024 to now
  2. Thrivent Investment Management Inc.Aug 2023 to now
  3. Thrivent Investment Management IncJan 2022 to Feb 2023
  4. Kelly Jones - ThriventNov 2021 to Feb 2024
  5. Greerwalker Wealth LLCNov 2020 to Oct 2021
  6. Traverse Partners, LLC (fka Hutchby & Yates, LLC)Jul 2008 to Nov 2020

Exams passed

  • Series 66 · Uniform Combined State Law2007
  • Series 63 · Uniform Securities Agent State Law2024

State registrations

Registered as an investment adviser representative in 2 states (NC, SC).

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
5234671
Firm CRD
18387
Advisor's SEC record (opens in a new tab)
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