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Jason L Pacheco

Investment adviser representative at Thrivent Asset Management, LLC
10 yearsExperience
1 stateRegistered in
$48BFirm assets
20 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

10 years in the industry.

  1. Thrivent Asset Management, LLCSep 2021 to now
  2. Thrivent Distributors LLCSep 2021 to now
  3. Thrivent FinancialSep 2021 to now
  4. Wells Fargo Funds DistributorJan 2019 to Sep 2021
  5. Wells Fargo Clearing Services, LLCNov 2016 to Jan 2019
  6. Wells Fargo Advisors, LLCJul 2016 to Nov 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law2007
  • Series 65 · Uniform Investment Adviser Law2016

State registrations

Registered as an investment adviser representative in 1 state (WI).

Thrivent Asset Management, LLC

$48BAssets managed
31Clients
23Advisers
20 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
5347021
Firm CRD
137751
Advisor's SEC record (opens in a new tab)
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