Jason Obermeier (CRD# 7720290) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Raleigh, NC and has 1 year of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 5888654
Cambridge Investment Research Advisors, Inc.
CRD# 4293380
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial | Appleton, WI | Nov 2023 - Current | < 1 |
| Thrivent Investment Management Inc. | Minneapolis, MN | Apr 2023 - Current | 1 |
| Thrivent Financial | Appleton, WI | May 2023 - Nov 2023 | < 1 |
| Survios | Raleigh, NC | Apr 2023 - May 2023 | < 1 |
| Unemployed | Raleigh, NC | Feb 2023 - Apr 2023 | < 1 |
| Survios | Los Angeles, CA | Jan 2022 - Feb 2023 | 1 |
| Sonosa | Los Angeles, CA | Jun 2020 - Jan 2022 | 1 |
| Pcb Productions | Los Angeles, CA | May 2019 - Jan 2022 | 2 |
| Self Employed | Los Angeles, CA | May 2017 - Jan 2020 | 2 |
| Digital Hearts, Usa | Los Angeles, CA | Jul 2017 - Jan 2018 | < 1 |
| Sonic Fuel Studios | Los Angeles, CA | Apr 2017 - Jun 2017 | < 1 |
| University North Carolina School Of The Arts | Winston-salem, NC | Aug 2015 - May 2017 | 1 |
| Unemployed | Lincoln, NE | Jun 2015 - Aug 2015 | < 1 |
| Good Shepherd Presbyterian Church | Lincoln, NE | Jun 2013 - Jun 2015 | 2 |
| University Of Nebraska-lincoln | Lincoln, NE | Aug 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2023 |
- NC
- TX
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Total Assets Under Management14,814MILLIONS
-
Total Number of Accounts42,439ACCOUNTS
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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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