Jeffrey Jay Malott
Investment adviser representative at Thrivent Investment Management Inc.
17 yearsExperience
1 stateRegistered 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
17 years in the industry.
- Thrivent Investment Management Inc.Apr 2020 to now
- Thrivent FinancialApr 2020 to now
- UpsFeb 2020 to Jul 2020
- UpsNov 2019 to Dec 2019
- Lgcy PowerApr 2018 to Mar 2020
- NielsenNov 2013 to Apr 2018
- WyzantJan 2009 to Apr 2020
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (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
- 7205658
- Firm CRD
- 18387