Jessica Dail
Investment adviser representative at Thrivent Investment Management Inc.
22 yearsExperience
3 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
22 years in the industry.
- Thrivent FinancialMay 2025 to now
- Thrivent Investment Management Inc.May 2025 to now
- Pfs Investment Inc.Oct 2024 to May 2025
- Primerica Financial ServicesJan 2024 to May 2025
- Torchy's TacosJun 2022 to Jan 2025
- Data Recognition CompanyMar 2022 to May 2022
- ST. Tammany Parish Public SchoolsAug 2004 to Dec 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (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
- 7999303
- Firm CRD
- 18387