Jarrett Holley
Investment adviser representative at Thrivent Investment Management Inc.
12 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
12 years in the industry.
- Thrivent Investment Management Inc.Mar 2026 to now
- Self EmployedAug 2014 to now
- Jarrett Holley Independent Financial ProfessionalAug 2025 to Mar 2026
- New York Life Insurance CompanyOct 2024 to Aug 2025
- UnemployedAug 2024 to Oct 2024
- Seeds of Excellence Christian AcademySep 2022 to Aug 2024
- Educators NowJun 2022 to Sep 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 7983857
- Firm CRD
- 18387