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Jennifer Marie Gomez

Thrivent Investment Management Inc.

Mckinney, TX

CRD 4487857

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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:

Current Employers
Thrivent Investment Management Inc.

600 Portland Avenue South, Minneapolis, MN 55415 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-06-29
  • TX RA
    APPROVED
    Since 2023-06-29

Branch Locations

Mckinney, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hilltop Securities Inc Dallas TX 05/2015 04/2019
Ameriprise Financial Services, Inc. Plano TX 04/2019 12/2021
Thrivent Investment Management Inc Mckinney TX 01/2022 Present
Thrivent Financial Appleton WI 01/2023 Present
  • 05/2015 → 04/2019
    Hilltop Securities Inc
    Dallas, TX
  • 04/2019 → 12/2021
    Ameriprise Financial Services, Inc.
    Plano, TX
  • 01/2022 → Present
    Thrivent Investment Management Inc
    Mckinney, TX
  • 01/2023 → Present
    Thrivent Financial
    Appleton, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-28
  • S66 Uniform Combined State Law Examination
    2023-06-28

View on SEC IAPD

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