Jason Baird
Investment adviser representative at Thrivent Investment Management Inc.
15 yearsExperience
1 stateRegistered in
$20.8BFirm assets
39 yearsFirm in business
Are you Jason Baird? 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
15 years in the industry.
- Thrivent FinancialJun 2024 to now
- Thrivent Investment Management Inc.May 2024 to now
- Northwestern Mutual Wealth Management CompanyNov 2023 to May 2024
- Northwestern Mutual Investment Services LLCAug 2023 to May 2024
- Northwestern Mutual Life Insurance CompanyApr 2023 to May 2024
- UnemployedAug 2022 to Apr 2023
- Ramoth Baptist ChurchSep 2019 to Aug 2022
- Leesburg Community ChurchMay 2011 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 7702794
- Firm CRD
- 18387