James Christian Loken

Current Employers

Employment History

• 07/2002 → 06/2020
  Thrivent Investment Management Inc.
  Lancaster, CA
• 07/2002 → 06/2020
  Thrivent Financial For Lutherans
  Appleton, WI
• 09/2020 → 02/2024
  Massmutual Life Insurance Company
  Pasadena, CA
• 10/2020 → 02/2024
  Mml Investors Services, Llc
  Pasadena, CA
• 02/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 02/2024 → Present
  Sovran Advisors Llc - Crd 329415
  Pasadena, CA

Previous Registrations

• 2020-10-19 → 2024-03-05
  Mml Investors Services, Llc
  Pasadena, CA
• 2005-02-01 → 2020-07-01
  Thrivent Investment Management Inc.
  Lancaster, CA
  Ridgecrest, CA
  Santa Clarita, CA
  Lancaster, CA
  Ridgecrest, CA

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 03/2023; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: None; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: sales of fixed insurance products; 2. NAME OF OTHER BUSINESS: SOVRAN ADVISORS LLC - CRD 329415; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM; POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISOR REPRESENTATIVE; START DATE: 02/2024; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING AND ASSET MANAGEMENT; 3. NAME OF OTHER BUSINESS: JIM LOKEN; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: ENTERTAINMENT AND PERSONAL GROWTH START DATE: 06/2026; POSITION/TITLE/RELATIONSHIP: CONTENT CREATOR; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: WRITING OCCASIONAL REFLECTIONS ON MY LIFE, FAITH, ART, CURRENT EVENTS, FOR FRIENDS WHO ARE ON SUBSTACK;

Exams

• S66 Uniform Combined State Law Examination
  2004-10-11
• S63 Uniform Securities Agent State Law Examination
  2000-01-25

Designations

Other Names

• James Tanner Egdahl
• James Tanner Loken-Egdahl