About Jamie Rosas

I am proud to be a Thrivent Financial. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I provide personalized advice and guidance to people at all stages of life.

When we work together I can help you:

Learn and implement better habits surrounding your finances
Define your goals and create an action plan
Build and protect your wealth

Licenses and Designations

Finra Series 7
Finra Series 63
Finra Series 65
Life and Health
Behavioral Financial Advisor
Chartered Retirement Planning Counselor

Why Thrivent

I am excited to work with, and for a company where our values align. There is no better career than one that you can go to every morning knowing that you are making a difference in the life of each and every client. There is no other company that I would rather work for than one that encourages me to get out in the community, get involved, do what I love, be happy, and practice generosity and gratitude. At Thrivent my work is meaningful, it touches lives, has the power to change generations to come and the way we think about money and in turn in fulfills my purpose. That's why I chose Thrivent!

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 professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial 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.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations