Ian Barrett Travanti Brown

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

• 03/2016 → 04/2018
  West Oak Capital, Llc
  Westlake Village, CA
• 06/2018 → 07/2019
  J.P. Morgan Securities Llc
  Westlake Village, CA
• 05/2018 → 07/2019
  Jp Morgan Chase Bank, N.A.
  Westlake Village, CA
• 07/2019 → Present
  Thrivent Investment Management Inc
  Thousand Oaks, CA
• 07/2019 → Present
  Thrivent Financial
  Appleton, WI

Previous Registrations

• 2018-07-12 → 2019-07-23
  J.P. Morgan Securities Llc
  Westlake Village, CA
• 2016-08-31 → 2018-04-18
  West Oak Capital, Llc
  Eagle, ID

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-07-27
• S65 Uniform Investment Adviser Law Examination
  2016-08-31

Other Names

• Ian B Brown
• Ian Barrett Brown
• Ian Brown
• Ian Bt Brown