Advisor at Thrivent Investment Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Phillipsburg, KS
Credentials
Series 63, Series 66
Industry experience
4 years
Jessica Gray is a financial advisor with Thrivent Investment Management in Phillipsburg, KS, holding Series 63 and Series 66 licenses and four years of industry experience. Her prior work includes roles at Fidelity Investments and Landmark National Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic financial planning without discretionary trading authority, and allows clients to combine planning with managed accounts under a consolidated billing option.
Commissions and sales loads apply on recommended products such as mutual funds, insurance, and variable products; these fees are separate from Planning Fee.
Minimum fee: Planning Fees range from a minimum of $600 to a maximum of $10,000 unless otherwise accepted by Thrivent. Minimum fees may be higher in certain circumstances. Fee-only: Planning Fee negotiated based on scope, complexity, advisor experience; ranges from $600 to $10,000.
Phillipsburg, KS
Kansas
Thrivent Financial
2023 - Present (3 years)
Thrivent Investment Management Inc
2023 - Present (3 years)
Unemployed
2023 - 2023 (1 year)
Fidelity Investments
2021 - 2023 (2 years)
Instacart
2020 - 2021 (1 year)
Instacart
2020 - 2021 (1 year)
Unemployed
2020 - 2020 (1 year)
Landmark National Bank
2020 - 2020 (1 year)
Cal Financial Group
2019 - 2019 (1 year)
JP's Sports Grill
2016 - 2019 (3 years)
Kansas State University
2015 - 2019 (4 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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