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Jason R Gena

Advisor Image
Jason R Gena
Financial Advisor
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FIC, RICP®
Part of the Third Coast Group practice
About Jason Gena

I'm proud to be a Financial Advisor at Thrivent, an organization with a rich 100+ year history of helping people be wise with money. I have decade of experience in financial services and have earned the financial industry designations of Retirement Income Certified Professional (RICP) and Fraternal Insurance Counselor (FIC). Working as a financial advisor I provide objective advice. Working under the best interest model I help people find the right product to solve their problem. When I am out of the office, I enjoy spending time with my lovely wife Rachel, daughters Lily & Ava, family and friends. You may also find me at church, Board of Chistian Education events, college and high school sporting events (especially volleyball) and southwestern Michigan in the summertime.

My qualifications
  • Associates of Liberal Arts, Moraine Valley Community College
  • Fraternal Insurance Counselor
  • Retirement Income Certified Professional®
  • Series 7 - General Securities Representative
My state licenses
  • Alaska
  • Colorado
  • Florida
  • Georgia
  • Illinois
  • Indiana
  • Maine
  • Missouri
  • North Carolina
  • Ohio
  • South Carolina
  • Tennessee
  • Virginia

Insights

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The Thrivent Virtual Advisor career is reshaping what the financial advisor role can look like.​ In this role, you'll receive:​ • structured support​ • predictable income while you train and grow​ • flexibility in a hybrid or remote setting​ ​Explore the role today: thriventcareers.com/4yy9TcR
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"Have I not commanded you? Be strong and courageous. Do not be afraid; do not be discouraged, for the Lord your God will be with you wherever you go." - Joshua 1:9
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Any time your life changes, your financial plan deserves a fresh look. Here are different life events that may trigger a need to update your life insurance coverage: https://bit.ly/47koSvA
Office locations
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