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Jason Edward Rodriguez

Thrivent Investment Management Inc.

Corpus Christi, TX

CRD 5828217

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2023-06-09
  • TX RA
    APPROVED
    Since 2023-06-09

Branch Locations

Corpus Christi, TX • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Command Financial Services, Inc. Fort Worth TX 04/2011 10/2022
First Command Financial Planning, Inc. Fort Worth TX 04/2011 10/2022
First Command Advisory Services Fort Worth TX 12/2015 10/2022
Thrivent Investment Management Inc Corpus Christi TX 11/2022 Present
Thrivent Financial Appleton WI 03/2023 07/2023
Thrivent Financial Appleton WI 07/2023 Present
  • 04/2011 → 10/2022
    First Command Financial Services, Inc.
    Fort Worth, TX
  • 04/2011 → 10/2022
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 12/2015 → 10/2022
    Fort Worth, TX
  • 11/2022 → Present
    Corpus Christi, TX
  • 03/2023 → 07/2023
    Thrivent Financial
    Appleton, WI
  • 07/2023 → Present
    Thrivent Financial
    Appleton, WI
Previous Registrations
  • 2015-12-15 → 2022-10-17
    Fort Worth, TX
  • 2011-08-04 → 2015-12-15
    First Command Brokerage Services, Inc.
    Houston, TX
    Corpus Christi, TX
    Houston, TX
    San Antonio, TX
    Universal City, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-07-21
S63 Uniform Securities Agent State Law Examination 2011-02-28
  • S65 Uniform Investment Adviser Law Examination
    2011-07-21
  • S63 Uniform Securities Agent State Law Examination
    2011-02-28

View on SEC IAPD

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