Jared Anthony Troxel

$20.8B regulatory AUM 84,100 advisory clients

Reported services (Item 5G)

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

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-12-01
AZ	RA	APPROVED	2024-10-16

Branch Locations

16220 N Scottsdale Rd, Scottsdale, AZ 85254 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Chandler	AZ	09/2010	12/2019
Charles Schwab & Co., Inc.	Phoenix	AZ	09/2021	01/2024
Bank Of America	Chandler	AZ	12/2019	10/2020
Unemployed	Phoenix	AZ	10/2020	09/2021
Thrivent Investment Management Inc	Minneapolis	MN	09/2024	Present
Unemployed	Phoenix	AZ	01/2024	09/2024
Thrivent Financial	Appleton	WI	09/2024	Present

09/2010 → 12/2019

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chandler, AZ
09/2021 → 01/2024

Charles Schwab & Co., Inc.

Phoenix, AZ
12/2019 → 10/2020

Bank Of America

Chandler, AZ
10/2020 → 09/2021

Unemployed

Phoenix, AZ
09/2024 → Present

Thrivent Investment Management Inc

Minneapolis, MN
01/2024 → 09/2024

Unemployed

Phoenix, AZ
09/2024 → Present

Thrivent Financial

Appleton, WI

Code	Exam	Date
S66	Uniform Combined State Law Examination	2010-11-15