Jeffrey Thrana

Employer firm

Pendulum Wealth Partners CRD 335762

$283M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• FAMILY OFFICE SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2020 → 05/2021
  Build Asset Management, Llc
  Hindsdale, IL
• 01/2010 → 02/2020
  Wells Fargo Funds Management, Llc
  Hindsdale, IL
• 06/2021 → 05/2025
  Ameriprise Financial Services, Llc
  Burr Ridge, IL
• 05/2025 → Present
  Ejmk Ventures Llc D/B/A Pendulum Wealth Partners
  Itasca, IL
• 01/2010 → 02/2020
  Wells Fargo Funds Distributor, Llc
  Charlotte, NC
• 10/2025 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2021-06-30 → 2025-05-08
  Ameriprise Financial Services, Llc
  Westmont, IL
  Westmont, IL
• 2020-07-01 → 2021-05-18
  Build Asset Management
  Jefferson City, MO
  Hinsdale, IL
• 2019-02-20 → 2020-01-27
  Allspring Funds Management, Llc
  Hinsdale, IL
• 2010-01-04 → 2019-02-20
  Allspring Funds Management, Llc
  San Francisco, CA
• 2009-10-22 → 2010-01-04
  Evergreen Investment Management Co
  Boston, MA

Other Businesses

1) EJMK Ventures LLC d/b/a Pendulum Wealth Partners. Investment Related. At Registered Location. RIA. IAR. 7/11/2025. 160. 120. Financial Planning, Relationship Management 2.) Real Estate Rental. Non-Investment Related. 1516 N State Street Parkway Chicago, IL 60610. Real Estate Rental. Owner. 6/8/2022. Collecting rent, maintenance

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-10-16
• S63 Uniform Securities Agent State Law Examination
  1999-03-23

Designations

• Certified Financial Planner

Other Names

• Jeffrey Thrana
• Jeffrey Richard Thrana