Jacob Andrew Roberts

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:

Current Employers

Thrivent Investment Management Inc.

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

Current Registrations

Authority	Category	Status	Date
DC	RA	APPROVED	2026-07-13
OK	RA	APPROVED	2026-07-08
TX	RA	APPROVED	2026-07-08
IL	RA	APPROVED	2026-07-06

DC RA
APPROVED

Since 2026-07-13
OK RA
APPROVED

Since 2026-07-08
TX RA
APPROVED

Since 2026-07-08
IL RA
APPROVED

Since 2026-07-06

Branch Locations

Plainfield, IL • United States

600 Portland Ave S Msc 7100, Minneapolis, MN 55415 • 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

Organization	City	State	From	To
Thrivent Investment Management Inc	Minneapolis	MN	02/2026	Present
Thrivent Financial	Appleton	WI	02/2026	Present
Resurgence Strength	Naperville	IL	02/2025	02/2026
Good Shepherd Church	Naperville	IL	12/2023	06/2025
Norcal Church Of The Nazarene	San Ramon	CA	04/2023	11/2023
Crossroads Church Of The Nazarene	Ellicott City	MD	06/2020	04/2023
Medford First Church Of The Nazarene	Medford	OR	06/2017	06/2020
Lakeside Community Church	Hastings	NE	01/2016	06/2017

02/2026 → Present

Thrivent Investment Management Inc

Minneapolis, MN
02/2026 → Present

Thrivent Financial

Appleton, WI
02/2025 → 02/2026

Resurgence Strength

Naperville, IL
12/2023 → 06/2025

Good Shepherd Church

Naperville, IL
04/2023 → 11/2023

Norcal Church Of The Nazarene

San Ramon, CA
06/2020 → 04/2023

Crossroads Church Of The Nazarene

Ellicott City, MD
06/2017 → 06/2020

Medford First Church Of The Nazarene

Medford, OR
01/2016 → 06/2017

Lakeside Community Church

Hastings, NE

Other Businesses

ST. PAUL'S UCC POSITION: Pastor NATURE: The organization is a non profit, a church. 40-50 people, part of the United Church of Christ. They exist to be a worshipping community. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 07/27/2026 ADDRESS: 5323 W. Margaret St. PO Box 10, Monee IL 60449, United States DESCRIPTION: Preach and Teach on the weekends, part-time. Oversee and lead Bible Studies.Organize volunteers for community events.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-06-05

S66 Uniform Combined State Law Examination

2026-06-05

Other Names

Jake Andrew Roberts

View on SEC IAPD