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Jason Taulbee

Thrivent Investment Management Inc.

Minneapolis, MN

Ellijay, GA

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Current Employers
Thrivent Investment Management Inc.

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

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2026-02-11
OK RA APPROVED 2026-02-09
TX RA APPROVED_RES 2026-02-09
GA RA APPROVED 2026-02-02
  • DC RA
    APPROVED
    Since 2026-02-11
  • OK RA
    APPROVED
    Since 2026-02-09
  • TX RA
    APPROVED_RES
    Since 2026-02-09
  • GA RA
    APPROVED
    Since 2026-02-02

Branch Locations

600 Portland Ave S Msc 7100, Minneapolis, MN 55415 • United States

Ellijay, GA • 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
Thrivent Investment Management Inc Minneapolis MN 11/2025 Present
Thrivent Financial Appleton WI 11/2025 Present
Gwfs Equities, Inc. Cedar Rapids IA 09/2014 11/2025
  • 11/2025 → Present
    Thrivent Investment Management Inc
    Minneapolis, MN
  • 11/2025 → Present
    Thrivent Financial
    Appleton, WI
  • 09/2014 → 11/2025
    Gwfs Equities, Inc.
    Cedar Rapids, IA
Previous Registrations
  • 2016-09-01 → 2025-11-19
    Empower Advisory Group, Llc
    Greenwood Village, CO
    Ellijay, GA
  • 2008-01-15 → 2014-09-03
    J.P. Morgan Institutional Investments Inc.
    Cedar Rapids, IA
    Englewood, CO
    Overland Park, KS
    Waterloo, IA
    Dubuque, IA
    Overland Park, KS
    Des Moines, IA
    Kansas City, MO
  • 2004-04-26 → 2006-03-20
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Des Moines, IA
    West Des Moines, IA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-02-03
  • S66 Uniform Combined State Law Examination
    2004-02-03
Other Names
  • Jason Taulbee
  • Jason Taulbee
  • Jason Lee Taulbee

View on SEC IAPD

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THRIVENT FINANCIAL FOR LUTHERANS
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LPL FINANCIAL LLC
VAN CLEMENS WEALTH MANAGEMENT, LLC
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JAMES P MILEY
ROBYN MARY JOYNER
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Other Offices

HAYS FINANCIAL GROUP, LLC · MINNEAPOLIS, MN
THRIVENT ASSET MANAGEMENT, LLC · MINNEAPOLIS, MN
THRIVENT PRIVATE INVESTMENTS · MINNEAPOLIS, MN
THRIVENT FINANCIAL FOR LUTHERANS · MINNEAPOLIS, MN
CETERA INVESTMENT ADVISERS LLC · MINNEAPOLIS, MN
THRIVENT ASSET MANAGEMENT, LLC · Minneapolis, MN
LPL FINANCIAL LLC · MINNEAPOLIS, MN
THRIVENT ASSET MANAGEMENT, LLC · Minneapolis, MN

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