Jerome Davis
Investment adviser representative at Thrivent Investment Management Inc.
13 yearsExperience
3 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
13 years in the industry.
- Thrivent Investment Management Inc.Jul 2025 to now
- Thrivent FinancialJul 2025 to now
- Robinhood Markets, Inc.Jul 2024 to Apr 2025
- Wells Fargo Clearing Services, LLCJul 2021 to Jun 2024
- Raymond James & Associates, Inc.Jan 2021 to Jul 2021
- Wells Fargo Clearing Services, LLCNov 2016 to Jan 2021
- Wells Fargo Advisors LLCApr 2016 to Nov 2016
- Wells Fargo Bank, NAApr 2013 to Jan 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (DC, 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
- 6640677
- Firm CRD
- 18387