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Jason G Susee

Advisor Image
Jason G Susee
Financial Consultant
.
FIC, RICP®, CEPA®
Part of the Western Rivers Financial Group practice
Business Planning
About Jason Susee
I'm proud to be a Thrivent financial professional. I provide personalized financial guidance to people at all stages of life. 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'm here to help you do just that.
My qualifications
  • Fraternal Insurance Counselor
  • Retirement Income Certified Professional®
  • Certified Exit Planning Advisor®
  • Series 7 - General Securities Representative
  • Series 63 - Licensed Securities Agent
  • Series 65 - Investment Adviser Representative
My state licenses
  • Arizona
  • California(Insurance Lic. #0J21981)
  • Colorado
  • Idaho
  • Minnesota
  • North Dakota
  • Oregon
  • Pennsylvania
  • Texas
  • Washington
  • Wyoming

Insights

June 2023 Market Update: Debt crisis averted while tech stocks surge
June 2023 Market Update: Debt crisis averted while tech stocks surgeTechnology stocks have been on a roll in an otherwise sluggish market, but resolution of the debt crisis helped stabilize the markets. For a review of key market and economic developments, read the June 2023 Market Update.
Office location
Idaho Falls Location
2539 Channing Way Suite 300
Idaho Falls, ID 83404
Phone208-522-6533Fax208-524-1903Hours
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