Jacob Andersen
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About me
Hello!
My name is Jacob Andersen, and I am a financial advisor specializing in helping people manage their money according to Biblical values.
I am based out of the Boise Metro area, but am licensed to do business in six states across the Northwest.
My passion is to serve clients while living out my faith. I believe deeply that God desires us to make good and responsible decisions in regards to our finances.
I have helped over 200 people make better decisions with their money, a feat that is as humbling as it is...
My qualifications
- Bachelors of Business Management, University of Mary
- Associates of Human services, Walla Walla Community College
- Investment Adviser Representative
- General Securities Representative
- Securities Industry Essentials
- CA Insurance Lic. #4413879
My state licenses
- Idaho
- Nebraska
- North Dakota
- Oregon
- Washington
Office location
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.