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Jake Owens

Advisor Image
Jake Owens
Financial Advisor
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Part of the Impact Financial Group practice
Armed Forces & Veterans
Tax Efficient Planning
Young Families
Retirement Planning
Business Owners
About Jake Owens
About Jake Owens

Prior to coming to Thrivent, Jake was an Account Executive at IBM working in the analytics business unit. During his six years at IBM he worked with clients in the financial services and retail markets to apply cutting edge data architecture to further advance their data driven decision making.


Jake had been managing his own finances for years until he was convinced that it would be more prudent to enlist the assistance of a fiduciary advisor. Jake chose to become a client of Thrivent "because there wasn't a finance related topic or strategy that could not be addressed, and because I knew I wanted to take a more philanthropic approach to my money.".


Fast forward 3 years and meeting after meeting with Thrivent continued to burn a new passion inside Jake. While he loved his time at IBM and remains a loyal fan of Big Blue, the decision was "not hard". He knew he wanted to help others become good stewards of their money and do for them what Thrivent did for him.


Currently, Jake lives in the greater Chicago land area with his wife Sara and daughters Joey and Kit. In his free time, he enjoys reading, golf, fishing, racquetball, playing cards, wine tasting and most of all spending time at the lake with his family!

My qualifications
  • Bachelors of Business Communications, Taylor University
  • Series 7 - General Securities Representative
  • Series 63 - Licensed Securities Agent
  • Securities Industry Essentials
My state licenses
  • California(Insurance Lic. #4160383)
  • Georgia
  • Hawaii
  • Illinois
  • Kansas
  • Massachusetts
  • Michigan
  • Missouri
  • Tennessee
  • Texas
  • Washington
  • Wisconsin

Insights

It’s not too late to strengthen your income strategy
It’s not too late to strengthen your income strategyIncome, taxes, Social Security and withdrawal decisions all play a role in retirement. Understanding how these factors connect can help you feel more confident about what you can spend—and how long your money may last. Before required minimum distributions begin, discover how your savings can turn into income to help you make the most of what you've worked hard to build. ⬇️
Your super catch-up window is here
Your super catch-up window is hereBetween ages 60 and 63, you may have an exclusive opportunity to contribute more to your retirement through the super catch-up provision. This means you can: • See if you qualify and how much extra you may be eligible to contribute. • Understand the factors that may influence this decision. • Evaluate if contributing more—or another strategy—makes the most sense for your goals. Learn more about how this limited-time option could help you make the most of your retirement savings if this option is available to you. ⬇️
Financial planning for millennials: A comprehensive guide
Financial planning for millennials: A comprehensive guideDoes it feel like every financial goal is competing for the same dollars? This guide offers 7 ways to prioritize your money and make progress toward what matters most. ⬇️ Let’s talk about what’s competing for your attention and how we can build a financial plan to address it.
Office location
Geneva Location
477 S 3rd St, Suite 148
Geneva, IL 60134
Phone630-310-7012Hours

M – F: 8 a.m. – 5 p.m.

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

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