Brian Edward Jones

Employer firm

Thrivent Investment Management Inc. CRD 18387

$20.8B regulatory AUM 84,100 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2002 → Present
  Thrivent Investment Management Inc.
  St Peter, MN
• 07/2002 → Present
  Thrivent Financial For Lutherans
  Appleton, WI

Other Businesses

FAZE TWO, LLC POSITION: Sole Owner NATURE: Company holds real estate property for rental income. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 4 START DATE: 03/03/2020 ADDRESS: 300 S Minnesota Ave, St. Peter MN 56082, United States DESCRIPTION: Coordinate building maintenance, manage tenants needs, monitor utility and tax bills, collect rent OASIS ON THE 19TH, LLC POSITION: Sole Owner NATURE: Company holds real estate property with a possibility for rental income. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 4 START DATE: 06/01/2022 ADDRESS: 300 South Minnesota Ave, St. Peter MN 56082, United States DESCRIPTION: Coordinate building maintenance, manage tenants needs, monitor utility and tax bills, collect rent CHEVY PROPERTIES, LLC POSITION: Sole Owner NATURE: Chevy Properties LLC owns the building at 300 S Minnesota Ave which includes offices used for Thrivent related business and two apartments that are rented to residents of St. Peter INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 12/01/2009 ADDRESS: 300 S Minnesota Ave, St. Peter MN 56082, United States DESCRIPTION: Coordinate building maintenance, manage tenants needs, monitor utility and tax bills, collect rent BLUE CROSS BLUE SHEILD OF MINNESOTA POSITION: Independant Agent NATURE: Individual Health Insurance products offered in Minnesota; Medicare Supplement, Medicare Advantage, and Prescription Drug Plans offered in Minnesota. INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 12 START DATE: 07/01/2006 ADDRESS: 300 South Minnesota Ave, St Peter MN 56082, United States DESCRIPTION: Meet with BCBS existing clients and prospects who contact me looking for Medicare Supplement, Medicare Advantage, and Prescription Drug Plan options. Assist them with choosing the best plan for them based on the benefits and features they are looking for and their own personal situation. I also help them with the requiredenrollment paperwork or online electronic enrollment.

Exams

• S66 Uniform Combined State Law Examination
  2001-11-14

Designations

• Certified Financial Planner