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Jack Grant Thayer

Aurea Investments LLC

Milwaukee, WI

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Current Employers
Aurea Investments Llc

342 N Water St Suite 600, Milwaukee, WI 53202 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-01-05
WI RA APPROVED 2025-08-15
  • IL RA
    APPROVED
    Since 2026-01-05
  • WI RA
    APPROVED
    Since 2025-08-15

Branch Locations

342 N Water St Suite 600, Milwaukee, WI 53202 • 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
Brookdale Senior Living Milwaukee WI 02/2022 Present
Senior Management Inc Barron WI 09/2018 05/2025
Raymond James Financial Services Geneva IL 05/2018 09/2018
University Of Iowa Rec Services Iowa City IA 08/2016 04/2018
Verisight Analytics Milwaukee WI 07/2025 Present
  • 02/2022 → Present
    Brookdale Senior Living
    Milwaukee, WI
  • 09/2018 → 05/2025
    Senior Management Inc
    Barron, WI
  • 05/2018 → 09/2018
    Raymond James Financial Services
    Geneva, IL
  • 08/2016 → 04/2018
    University Of Iowa Rec Services
    Iowa City, IA
  • 07/2025 → Present
    Verisight Analytics
    Milwaukee, WI
Other Businesses

Name of the other business: Brookdale Senior Living Inc. Is the business investment-related? No Address of the other business: 6737 W Washington St, Suite 2300, Milwaukee, WI 53214 Nature of the business: Senior living and assisted living services Your position, title, or relationship with the other business: Business Analyst Start date of your relationship: 02/2022 Approximate number of hours/month you devote to the other business: 15-20 hours a week Number of hours you devote to the other business during securities trading hours: 10 - 15 hours Briefly describe your duties relating to the other business: I provide data analysis and reporting support for administrative and operational functions within Brookdale's senior living communities. This work is unrelated to investment advisory services. Name of the Other Business Verisight Analytics LLC (main product: MDS Genie) Is the Business Investment-Related? No Address of the Other Business 333 N Water St, Unit 1910 Milwaukee, WI 53202 Nature of the Business Healthcare analytics software company. Primary product, MDS Genie, provides tools to support data accuracy, compliance, and workflow efficiency for long-term care facilities. Your Position, Title, or Relationship with the Other Business Founder / Principal Start Date of Your Relationship 07/2025 Approximate Number of Hours/Month You Devote to the Other Business 15-20 hours per week Number of Hours You Devote to the Other Business During Securities Trading Hours 10-15 hours per week Briefly Describe Your Duties Relating to the Other Business I oversee product development, compliance alignment, and strategic planning for MDS Genie. I also coordinate with developers and clients to ensure the software meets healthcare regulatory requirements (e.g., HIPAA). This work is unrelated to investment advisory services.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-15
  • S65 Uniform Investment Adviser Law Examination
    2025-04-15

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