JD
Jaime E. Davison
THRIVENT INVESTMENT MANAGEMENT
Wauconda, IL 60084
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CRD#: 6702190
JD
Professional summary
Jaime Elizabeth Davison, who also goes by Jaime E.s. Davison, Jaime Elizabeth Shackel, is a registered financial advisor currently at THRIVENT INVESTMENT MANAGEMENT INC. located in Wauconda, Illinois.
Jaime is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Jaime has worked at 1 firm and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jaime E.s. Davison | Jaime Elizabeth Shackel
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.
BULLDOG YOUTH SPORTS FOOTBALL POSITION: Merchandise Coordinator NATURE: Bulldog Youth Sports Football is a nonprofit organization committed to building character, confidence, leadership and sportsmanship in the youth of our community through its offering of both Flag & Tackle Football programs. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2022 ADDRESS: P.O. Box 361, Wauconda IL 60084, United States DESCRIPTION: As Merchandise Coordinator, I will be responsible for working with outside vendors to design merchandise for board review & approval, and purchase merchandise for resale to BYS Football families upon board approval. My responsibilities will be to maintain merchandise inventory, set-up on-site game day sales, supervise parent volunteers, and reconcile cash/credit sales. I will be responsible to report monthly updates to the BYS Football Board. As a Board member, I will have voting rights concerning matters related to BYS Football. WAUCONDA SCHOOL DISTRICT 118 PTO POSITION: District PTO President NATURE: To promote the welfare of children in the Wauconda CUSD #118, grade K-8, and work collectively with parents and staff to develop goals which enhance and support the learning environment. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2025 ADDRESS: 555 N. Main Street, Wauconda IL 60084, United States DESCRIPTION: This position will start 8/1/2024 and serve for 2 terms until 7/31/2026.This is a leadership & oversight role for the District PTO Board which oversees the legal 501(c)3 entity covering 3 grade school & 2 middle school PTO Executive boards. The role is to remain neutral & non-voting unless necessary. Typically, the President would have to review budgets and sign checks created by the Board Treasurer due to the School District's requirement of 2 signatures on all checks, however the organization changed that to Treasurer and Secretary based on guidance received from Thrivent Compliance Manager.Duties of the president include:* call meetings to order to present necessary business* preside over regular & special meetings, following Robert's Rules of Order and the organization's ByLaws* maintain fair & impartial position at all times* State & put to vote all questions that come legitimately before the organization & announce the results* authenticate all acts, orders or proceedings of the organization* function as member of all committees except nominations* appoint & present any co-chairpersons to the Executive PTO Board positionsfor 2/3 ratification* appoint special committees as the need arises* notify officers & committee members of their election of appointment and to furnish committees with whatever documents are required for performance of their duties WAUCONDA HIGH SCHOOL FINE ARTS BOOSTERS POSITION: Secretary NATURE: The Wauconda Fine Arts Boosters Club is organized to support the Theatre Arts, Theatrical Productions, Drama Club, Choirs and Visual Arts through fundraising and volunteer coordination efforts. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2025 ADDRESS: 555 N. Main Street, Wauconda IL 60084, United States DESCRIPTION: My role's primary responsibilities would be to take & publish minutes from the monthly board meetings as well as coordinating parent/adult volunteer efforts as requested from the directors of the various Fine Arts programs listed above. I will also be a voting member of the board, which will be one of 5 roles with voting rights. Voting may include decisions on how the organization spends funds raised on behalf of the High School Fine Arts programs, but I will not have any check-writing responsibilities or serve on an Investment Committee.
CRS (Client Relationship Summary) - RIA
Click below to view Jaime Elizabeth Davison's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Jaime Elizabeth Davison'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
September 5, 2017 - Present
THRIVENT INVESTMENT MANAGEMENT INC.
Office #1: 110 B N Main St, Wauconda, IL 60084RIA
BD
CRD#: 18387
Wauconda, IL
Current
August 10, 2017 - Present
THRIVENT INVESTMENT MANAGEMENT INC.
Office #1: 110 B N Main St, Wauconda, IL 60084RIA
BD
CRD#: 18387
Wauconda, IL
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
Florida(10/11/2017)
RR
Illinois(9/5/2017)
IAR
Illinois(9/5/2017)
RR
Indiana(10/11/2017)
RR
Michigan(2/2/2021)
RR
Missouri(10/11/2017)
RR
North Carolina(3/9/2018)
RR
South Carolina(2/2/2021)
RR
Texas(5/10/2022)
IAR
Texas(5/12/2022)
RR
Washington(9/29/2020)
RR
Wisconsin(10/11/2017)
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
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Company Information
THRIVENT INVESTMENT MANAGEMENT INC.
CRD#: 18387Wauconda, IL 60084TRUST BUT VERIFY
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