Jake Woodbrey
Jake Woodbrey
Director of Operations
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Finances
Faith and Generosity
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.
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...
My qualifications
- Bachelors of Psychology, Brigham Young University-Idaho
- General Securities Representative
- Securities Industry Essentials
- CA Insurance Lic. #4240195
My state licenses
- Idaho
- Utah
Office location
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
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