Jareese Quatez Williams
Investment adviser representative at Thrivent Investment Management Inc.
10 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
10 years in the industry.
- Thrivent Investment Management Inc.Sep 2025 to now
- Thrivent FinancialSep 2025 to now
- Ameriprise Financial Services, LLCAug 2023 to Sep 2025
- UnemployedJun 2023 to Aug 2023
- Tijuana ZonkeysJan 2023 to Jun 2023
- MercyoneOct 2022 to Jan 2023
- UnemployedMay 2022 to Oct 2022
- Upper Iowa UniversityAug 2021 to May 2022
- UnemployedJul 2021 to Aug 2021
- North Iowa FrostMay 2021 to Jul 2021
- Upper Iowa UniversityAug 2020 to May 2021
- UnemployedMay 2020 to Aug 2020
- Upper Iowa UniversityAug 2019 to May 2020
- UnemployedJul 2019 to Aug 2019
- Jakes City GrilleMay 2019 to Jul 2019
- Upper Iowa UniversityAug 2018 to May 2019
- UnemployedJul 2018 to Aug 2018
- North Iowa FireMay 2018 to Jul 2018
- Upper Iowa UniversityAug 2017 to May 2018
- UnemployedJul 2017 to Aug 2017
- North Iowa FireMay 2017 to Jul 2017
- Upper Iowa UniversityAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 4 states (AZ, 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
- 7794584
- Firm CRD
- 18387