JO
Jessica M. Okamoto
THRIVENT INVESTMENT MANAGEMENT
Las Vegas, NV 89113
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CRD#: 6430570
JO
Professional summary
Jessica Marie Okamoto, who also goes by Jessica Marie Detterer, is a registered financial advisor currently at THRIVENT INVESTMENT MANAGEMENT INC. located in Las Vegas, Nevada.
Jessica is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Jessica has worked at 1 firm and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jessica Marie Detterer
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
100 WOMEN WHO CARE SOUTHERN NEVADA POSITION: Director of Community Outreach NATURE: We gather at quarterly meetings to hear three short presentations on local nonprofits in need. Members vote and each person donates $100 to the winning nonprofit chosen for a collective, impactful donation. The chapter was founded by and is run entirely by volunteers and 100% of each member's committed donations go directly to the chosen charity. 100+ women x $100 = $10,000+ for a local charity in 1 hour - 4 times per year (quarterly). Our members come from all over the Las Vegas metro and surrounding area to participate. Our goal as a chapter is to donate $500,000 in five (5) years to local nonprofit organizations. This is our inaugural year and we are excited to make a difference in Southern Nevada! INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 06/03/2019 ADDRESS: 10120 W Flamingo Rd, #4501, Las Vegas NV 89147, United States DESCRIPTION: Engage and educate the community about 100 Women and it's goals. Point of contact and organizer of volunteers for the organization. Maintain calendar of outreach activities, workshops, events and appearances. Nurture new and old relationships with collaborative partners. Prepare accurate records and reports on the goals of fundraising plans. Assist in the organization of special events and appreciation events. WIN WIN CHARITY POSITION: Board Member NATURE: Win Win Charity is a charity that provides entertainment to children in hospitals around the country. I will be involved as an actual board member for the next 2 years. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 7582 Las Vegas Blvd #478, Las Vegas NV 89123, United States DESCRIPTION: Taking a second look over financials for the treasurer and being a back up in case he gets in a pinch. Helping establish a budget and occasionally entering transactions into Quickbooks if need be. As fundraising committee helping the board members with fundraising campaigns and ideas.
CRS (Client Relationship Summary) - RIA
Click below to view Jessica Marie Okamoto's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Jessica Marie Okamoto's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 17, 2015 - Present
THRIVENT INVESTMENT MANAGEMENT INC.
Office #1: 8345 West Sunset Rd, Las Vegas, NV 89113RIA
BD
CRD#: 18387
Las Vegas, NV
Current
July 13, 2015 - Present
THRIVENT INVESTMENT MANAGEMENT INC.
Office #1: 8345 West Sunset Rd, Las Vegas, NV 89113RIA
BD
CRD#: 18387
Las Vegas, NV
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TI
THRIVENT INVESTMENT MANAGEMENT INC.
AAL CAPITAL MANAGEMENT CORPORATION | THRIVENT INVESTMENT MANAGEMENT INC. | FORTRESS DISTRIBUTORS, INC. | AAL DISTRIBUTORS INC.
CRD#: 18387 / SEC#: 801-29618, 8-36525
RIA
Registered Investment Advisory firm - SEC (5/18/1987 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(8/3/2016)
RR
California(4/15/2016)
RR
Colorado(8/17/2015)
RR
Hawaii(4/30/2025)
RR
Indiana(11/8/2018)
RR
Nevada(7/29/2015)
IAR
Nevada(8/17/2015)
RR
Oklahoma(11/5/2024)
IAR
Oklahoma(11/6/2024)
RR
Oregon(4/8/2019)
RR
South Dakota(4/12/2021)
RR
Texas(5/22/2019)
IAR
Texas(5/22/2019)
RR
Utah(5/22/2019)
RR
Wisconsin(5/10/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TI
THRIVENT INVESTMENT MANAGEMENT INC.
AAL CAPITAL MANAGEMENT CORPORATION | THRIVENT INVESTMENT MANAGEMENT INC. | FORTRESS DISTRIBUTORS, INC. | AAL DISTRIBUTORS INC.
CRD#: 18387 / SEC#: 801-29618, 8-36525
RIA
Registered Investment Advisory firm - SEC (5/18/1987 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information
Main Address
600 Portland Avenue South, Minneapolis, MN 55415
Mailing Address
600 Portland Avenue South, Minneapolis, MN 55415
Phone number
+1 (800) 847-4836
Established
Delaware since 07/29/1986
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
3,846
SEC notice filing (51 States and Territories)
FINRA licenses (51 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| THRIVENT FINANCIAL HOLDINGS, INC. | OWNER | |
| BIRR, THOMAS JOHN | VICE PRESIDENT | 4148092 |
| BOUSU, CALEB ANTHONY | DIRECTOR | 7877353 |
| CECERE, NICHOLAS M | DIRECTOR | 1513551 |
| GILCHRIST, TONIA NICOLE JAMES | CHIEF LEGAL OFFICER & SECRETARY | 4777233 |
| GOLIS, ANDREA CORIN | CHIEF COMPLIANCE OFFICER | 1401462 |
| JOHNSON, ARIKA VIKTORIA | DIRECTOR | 5580869 |
| JOHNSTON, PAUL ROBERTS | DIRECTOR | 2065882 |
| KLOSTER, DAVID JACOB | PRESIDENT | 2523240 |
| NORGARD, ANDREW DYLAN | TREASURER | 6868385 |
Regulatory assets under management
| Total Number of Accounts | 48,940 |
| AUM (Assets Under Management) | $ 17,499,525,490 |
Disclosures
| Regulatory Event | 8 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/21/2024 | ||
| 01/25/2024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
