Jareese Quatez Williams

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

• 08/2023 → 09/2025
  Ameriprise Financial Services, Llc
  Minneapolis, MN
• 08/2016 → 05/2017
  Upper Iowa University
  Fayette, IA
• 05/2017 → 07/2017
  North Iowa Fire
  Mason City, IA
• 07/2017 → 08/2017
  Unemployed
  Mason City, IA
• 08/2017 → 05/2018
  Upper Iowa University
  Fayette, IA
• 05/2018 → 07/2018
  North Iowa Fire
  Mason City, IA
• 07/2018 → 08/2018
  Unemployed
  Mason City, IA
• 08/2018 → 05/2019
  Upper Iowa University
  Fayette, IA
• 05/2019 → 07/2019
  Jakes City Grille
  Plymouth, MN
• 07/2019 → 08/2019
  Unemployed
  Mason City, IA
• 08/2019 → 05/2020
  Upper Iowa University
  Fayette, IA
• 05/2020 → 08/2020
  Unemployed
  Mason City, IA
• 08/2020 → 05/2021
  Upper Iowa University
  Fayette, IA
• 05/2021 → 07/2021
  North Iowa Frost
  Mason City, IA
• 07/2021 → 08/2021
  Unemployed
  Mason City, IA
• 08/2021 → 05/2022
  Upper Iowa University
  Fayette, IA
• 05/2022 → 10/2022
  Unemployed
  Mason City, IA
• 10/2022 → 01/2023
  Mercyone
  Mason City, IA
• 01/2023 → 06/2023
  Tijuana Zonkeys
  Tijuana
• 06/2023 → 08/2023
  Unemployed
  Mason City, IA
• 09/2025 → Present
  Thrivent Investment Management Inc
  Minneapolis, MN
• 09/2025 → Present
  Thrivent Financial
  Appleton, WI

Previous Registrations

• 2024-01-09 → 2025-09-15
  Ameriprise Financial Services, Llc
  Minneapolis, MN
  Maple Grove, MN

Exams

• S66 Uniform Combined State Law Examination
  2023-12-30

Other Names

• Jareese Quatez Williams
• Jareese Quatez Williams