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Jerron McDonald

Advisor Image
Jerron McDonald
Financial Consultant
.
CFP®, ChFC®, FIC, BFA™
Part of the Crown Wealth Advisors practice
Armed Forces & Veterans
Tax Efficient Planning
Young Families
Retirement Planning
Business Owners
About Me
About Me

I have been helping individuals and families build financial confidence as a Financial Consultant with Thrivent since 2021. After earning my degree in Finance from Minnesota State University Moorhead (MSUM), I began my career in Fargo, North Dakota. My passion for helping others was inspired by my grandparents, who were always looking for ways to support the people around them. Their example taught me the importance of serving others, and it continues to influence the way I work with clients today.


I've earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, one of the most respected credentials in the financial planning profession. While I'm proud of that accomplishment, I believe the best advisors never stop learning. I remain committed to ongoing education and professional development so I can continue bringing new insights, strategies, and thoughtful guidance to the families I serve. My goal is to build financial plans that evolve alongside my clients' lives, goals, and priorities.


I am proud to be part of Thrivent because its mission aligns closely with my own values. As a membership-owned organization, Thrivent is focused on serving clients rather than answering to Wall Street. That allows us to help people make financial decisions that reflect not only their goals, but also their values and priorities.


My wife, Carly, and I live in Otsego, Minnesota, with our dog, Hazel. Carly is a pharmacist at Children's Minnesota. When I'm not working with clients, you'll likely find me tackling a home improvement project, spending time with family and friends, or enjoying a round of golf.


I support the following charities and organizations.

My qualifications
  • Bachelors of Finance, Minnesota State University Moorhead
  • CERTIFIED FINANCIAL PLANNER®
  • Chartered Financial Consultant®
  • Fraternal Insurance Counselor
  • Behavioral Financial Advisor™
  • Series 7 - General Securities Representative
  • Series 63 - Licensed Securities Agent
  • Series 65 - Investment Adviser Representative
  • Securities Industry Essentials
My state licenses
  • Arizona
  • Colorado
  • Florida
  • Minnesota
  • Missouri
  • North Dakota
  • South Dakota
  • Washington
  • Wisconsin

Insights

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We’re excited to support local students as they head back to school — and we need your help! We're collecting school supplies for the Pack a Backpack drive. 🗓️ Deadline to donate: August 21, 2025 📍 Drop-off location: Thrivent – Crown Wealth Advisors 9010 Quantrelle Ave NE, Suite 102 Otsego, MN 55330 Let’s come together as a community and make sure every student starts the school year ready to succeed. Donations big or small are all appreciated! 💛 #PackABackpack #BackToSchool #OtsegoMN #CommunitySupport
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Thank you to the men and women who gave their lives to protect our freedom. Let’s honor their sacrifice today and every day.
Investing in volatile markets: Smart strategies for confident investing
Investing in volatile markets: Smart strategies for confident investingMarket volatility is a natural part of investing, which means risk and reward go hand in hand as markets rise and fall. Here are 7 ways to deal with a volatile stock market.
Office location
Office Location
Otsego Location
9010 Quantrelle Ave Suite 102
Otsego, MN 55330
Phone763-633-5300Hours

M – F: By Appointment only

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

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.