Jennifer Nichole Smith

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

• 07/2008 → 11/2020
  Traverse Partners, Llc (Fka Hutchby & Yates, Llc)
  Mooresville, NC
• 11/2020 → 10/2021
  Greerwalker Wealth Llc
  Charlotte, NC
• 11/2021 → 02/2024
  Kelly Jones - Thrivent
  Hickory, NC
• 01/2022 → 02/2023
  Thrivent Investment Management Inc
  Minneapolis, MN
• 08/2023 → Present
  Thrivent Investment Management Inc.
  Gastonia, NC
• 02/2024 → Present
  Thrivent Financial
  Appleton, WI

Previous Registrations

• 2020-11-23 → 2021-10-11
  Greerwalker Wealth Llc
  Charlotte, NC
• 2008-09-23 → 2020-12-31
  Traverse Wealth
  Mooresville, NC
• 2007-05-11 → 2008-07-15
  Thrivent Investment Management Inc.
  Howey In The Hills, FL
  Hickory, NC

Other Businesses

RESTORING HOPE FOURSQUARE CHURCH POSITION: Council Member NATURE: Religious Organization - Church INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 1026 Dallas Stanley Hwy, Dallas NC 28034, United States DESCRIPTION: Review budget, monthlyCreate annual budgetVote on church financial decisionsResearch/Discuss church operations SMITHSTAY, LLC POSITION: Owner/Operator NATURE: Residential home rentals INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/30/2025 ADDRESS: 273 Jarrett Rd., Dallas NC 28034, United States DESCRIPTION: Take payments, post open listings on internet, work orders when necessary, schedule repairs when necessary, research new properties

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-02-02
• S66 Uniform Combined State Law Examination
  2007-05-10

Other Names

• Jennifer Nichole Watkins
• Jennifer Nichole Watkins
• Niki Smith