Jonathan Drew
Wealth Advisor
.
CFP®, RICP®, ChSNC®, BFA™
My Family and our Journey
As a financial advisor who has obtained the CERTIFIED FINANCIAL PLANNING™ professional designation, I am blessed to work with an absolutely amazing group of clients. My passion for working with special needs families and the organizations that serve them arise from our family’s personal journey. I have an incredible family….my wife and our two boys are my world. I married up...my wife and is an amazing woman, terrific mother, and wonderful pastor. Our sons are loving, kind, curious, joyful boys that have significant special needs. Through the privilege of being their dad, I have been...
My qualifications
- Doctorate of Biology, University of Evansville
- Securities Industry Essentials
- General Securities Representative
- AR Insurance Lic. #19564586
- CA Insurance Lic. #4199022
My state licenses
- Colorado
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Maryland
- Michigan
- Minnesota
- Missouri
- North Carolina
- Ohio
- Oklahoma
- Tennessee
- Texas
- Utah
- Virginia
- Washington DC
- Wisconsin
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
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.
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.