Caleb Jones (CRD# 7719870) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Allen, TX and has 1 year of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial | Appleton, WI | Apr 2024 - Current | < 1 |
| Thrivent Investment Management Inc. | Allen, TX | Oct 2023 - Current | < 1 |
| Thrivent Financial | Appleton, WI | Oct 2023 - Apr 2024 | < 1 |
| Unemployed | Justin, TX | Aug 2023 - Oct 2023 | < 1 |
| Fidelity Investments | Westlake, TX | Nov 2019 - Aug 2023 | 3 |
| Chick-fil-a | Southlake, TX | Aug 2019 - Nov 2019 | < 1 |
| New Day Church | Southlake, TX | Sep 2018 - Aug 2019 | < 1 |
| Meten English - Likeshuo | Irvine, CA | Oct 2018 - Dec 2018 | < 1 |
| Allied Aviation Dfw | Dallas, TX | Jun 2017 - Sep 2018 | 1 |
| Olive Garden | Arlington, TX | Apr 2017 - Jun 2017 | < 1 |
| Self-employed | Arlington, TX | Dec 2016 - Apr 2017 | < 1 |
| Isle At Watercrest | Mansfield, TX | Jul 2016 - Dec 2016 | < 1 |
| Panera Bread | Mansfield, TX | Mar 2016 - Jul 2016 | < 1 |
| Unemployed | Moore, OK | May 2015 - Mar 2016 | < 1 |
| Mid-america Christian University -- Full-time Student | Oklahoma City, OK | Aug 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2023 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- OK
- TX
-
Total Assets Under Management14,814MILLIONS
-
Total Number of Accounts42,439ACCOUNTS
-
Average Account Value$349,060
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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