Caleb Jones
Investment adviser representative at Thrivent Investment Management Inc.
8 yearsExperience
4 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
8 years in the industry.
- Thrivent Investment Management Inc.Oct 2023 to now
- Thrivent FinancialOct 2023 to now
- UnemployedAug 2023 to Oct 2023
- Fidelity InvestmentsNov 2019 to Aug 2023
- Chick-fil-aAug 2019 to Nov 2019
- Meten English - LikeshuoOct 2018 to Dec 2018
- New Day ChurchSep 2018 to Aug 2019
- Allied Aviation DfwJun 2017 to Sep 2018
- Olive GardenApr 2017 to Jun 2017
- Self-employedDec 2016 to Apr 2017
- Isle At WatercrestJul 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 4 states (DC, IN, 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
- 7719870
- Firm CRD
- 18387