Jason Lawrence Mascitti

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

• 09/2015 → Present
  Thrivent Investment Management Inc
  Madison, WI
• 02/2016 → Present
  Thrivent Financial
  Appleton, WI

Previous Registrations

• 2014-01-16 → 2015-09-22
  Filbrandt Investment Advisers Incorporated
  Middleton, WI

Other Businesses

BOY SCOUTS OF AMERICA POSITION: Membership Vice President NATURE: Helping youth develop into good men and women INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 6 START DATE: 06/19/2018 ADDRESS: 5846 Manufacuters Drive, Madison WI 53704, United States DESCRIPTION: Organize and develop new member program for the fall recruiting season when kids return to school COMMUNITY WORK SERVICES POSITION: Board Member NATURE: This is a foundation that provides funds to Community Work Services. I was the tresurer prior to joining Thrivent. I do not vote on anything in the board meetings, and the rcords from the meetings show this. All board members know that I work at Thrivent and it is 100% clear that I only am the board to help with the foundation. the tax returns are reviewed by an indpendanet auditor, and I have no real financial function. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2012 ADDRESS: 1402 Grreway Cross, #200, Madison WI 53713, United States DESCRIPTION: I attend 4 meetings per year, where the advisor from another firm reviews the performance of the funds. The committee asks him quetsions and if there is anything to vote on(rare) I abstain. KIWANIS OF JEFFERSON POSITION: member NATURE: Volunteer work to promote youth character development. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/23/2022 ADDRESS: 142 E. Milwaukee Street, Jefferson WI 53549, United States DESCRIPTION: Monthly lunch meetings to discuss the nature of the future activities and past results.helping to plan future events ITALIAN WORKMEN'S CLUB POSITION: Scholarship Chair NATURE: I am going to be chairing the Scholarship committee for the 2023 scholarships for high school students. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 2 START DATE: 03/01/2023 ADDRESS: 914 Regent Street, Madison WI 53711, United States DESCRIPTION: Basically promote, organize, and contact schools about the IWC scholarship opportunities available this year. Then after the students submit their applications, organize a committee to select the recipients.In this role, I handle no money and do not make any monetary decisions except that our committee awards the scholarships to high school students. The funds awarded go directly to the higher institutions and the checks are written by the treasurer, not me. UNITED WAY FOUNDATION POSITION: Board Member NATURE: For more than 100 years, United Way of Dane County has fulfilled a mission of changing lives andstrengthening our community. Gifts to United Way Foundation sustain this mission and extend a donor'slegacy of effective, local philanthropy. United Way Foundation was incorporated in 1993. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/05/2026 ADDRESS: 2059 Atwood Avenue, Madison WI 53707, United States DESCRIPTION: Responsibilities: Serve a term of three years (two terms maximum) Attend quarterly Foundation Board of Trustee meetings (2026 schedule noted below) Consider making a personal gift commitment (current or planned) to the United Way Foundation Represent the Foundation at recognition events, United Way activities and community gatherings Promote planned giving with United Way donors, corporations and prospects helping to achieve annualfundraising and donor stewardship goals Cultivate and solicit individuals for outright or planned gifts Assist in managing the activities, property and affairs of the Foundation Approve policies, procedures and operational guidelines Provide financial oversight of the budget and of the endowment fund investments and distributions Advise/approve the investment asset mix with a goal of producing the greatest total return Approve non-cash gifts to the Foundation Serve on committees of the Foundation as needed Be a strong advocate for United Way of Dane County and United Way Foundation in the community

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-11-27
• S65 Uniform Investment Adviser Law Examination
  2014-01-16

Other Names

• Jason Mascitti