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Jake Woodbrey

Advisor Image
Jake Woodbrey
Director of Operations
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Part of the Clarity Financial Planning Group practice
Finances
Finances

I got an early education in finances. There are many of those lessons that I’ve carried with me throughout my life. I’ve also learned many things throughout my life and career that I wish I had known when I was younger. Im passionate about educating my clients and finding ways to improve financial literacy in my community. 

Faith and Generosity
Faith and Generosity

My faith has been a very important part of my life from a young age. I’ve had the privilege to live out my faith in my education and give back all over the world from North Idaho all the way to Southern Argentina. I firmly believe that fusing faith and finance is critical to building a well rounded plan. I love that Thrivent is a place where those kinds of discussions are only allowed but are encouraged. Living a generous life and helping those I work with find more ways to give back to the people and causes that they love fills me with joy.

Family
Family

Meet my little Woodbrey clan. We love getting out and enjoying new places, finding hole in the wall mom-and-pop restaurants, and cuddling up to watch a good movie with a big bucket of popcorn.

Fun
Fun

I love music. I love listening to it, I love performing it, I love watching it being performed. I’ve played Prince Charming in Rodger and Hammerstein’s Cinderella for the Spokane Civic Theatre, Edward Rochester in Jane Eyre the Musical at WSU. I’ve also performed with the Coeur d’Alene Chorale and Music Conservatory of Coeur d’Alene. So, if I make references to music, “playing in harmony”, needing a conductor, or similar mixed metaphors, don’t be surprised. 

My qualifications
  • Bachelors of Psychology, Brigham Young University-Idaho
  • Series 7 - General Securities Representative
  • Securities Industry Essentials
My state licenses
  • California(Insurance Lic. #4240195)
  • Idaho
  • Utah

Insights

February 2026 Market Update: Stocks rose and broadened
February 2026 Market Update: Stocks rose and broadenedInternational equities outperformed U.S. markets, the dollar weakened, and key economic indicators held firm. Catch all the insights in this month’s market update. ⬇️
4th Quarter 2025 Market Outlook: Strong markets, weakening fundamentals
4th Quarter 2025 Market Outlook: Strong markets, weakening fundamentalsThrivent leadership shares expectations for final markets through year-end in the 4th Quarter 2025 Market Outlook.
June 2025 Market Update: Confidence rebounds
June 2025 Market Update: Confidence reboundsThe mixed economic data of May highlighted our economy is still slowing. Read Thrivent Asset Management's thoughts on how our outlook has changed in the June market update.
Office location
Boise Location
913 West River Street Suite 400
Boise, ID 83702
Phone707-448-8083Fax866-201-6344Hours
M – F: 9 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