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Nathan Jones

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Nathan Jones
Associate
.
Part of the P24 Wealth Advisors practice
About Nathan Jones
About Nathan Jones
Hi, I’m Nate Jones, and this is why I’m a financial professional for Thrivent. In early 2018, my mother got pneumonia and was hospitalized for five weeks. The place she was renting had mold everywhere, but because of the rising cost of living in Portland my folks couldn’t move anywhere else. I decided to join Thrivent because I I wanted to help my folks find somewhere new to live and get their lives back on track financially. The day I took my first exam, my father passed away from a heart attack. For me, that solidified this wasn’t going to be just a job, but a calling to help families make plans for the unexpected. Prior to joining Thrivent, I completed four years at University of Oregon, while working 30 hours a week to ensure I didn’t have to take out any loans and graduated debt free. I understand what it is like to have a major life event disrupt your retirement plans overnight, and I’ll apply the same hard work and dedication for your family, as I did for my own mother.
Education & Accomplishments
  • Bachelors of Arts at University of Oregon
  • FINRA Series 66 Uniform Combined State Law
  • Life and Health Insurance Licenses
  • FINRA Series 7 General Securities Representative
My qualifications
  • Bachelors of Geography, University of Oregon
  • Series 7 - General Securities Representative
My state licenses
  • California(Insurance Lic. #4358553)
  • Minnesota
  • Montana
  • Oregon
  • Texas
  • Vermont
  • Washington

Insights

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Financial confidence starts with a plan. That's why every Thrivent client's financial plan is built around the financial house framework, which offers a practical way to prioritize what matters, strengthen your financial foundation and adapt as life changes. Ready to create your own blueprint? Let's connect. See thrivent.com/social for important disclosures.
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Your finances don’t exist in separate buckets. Let's create a thoughtful financial plan to help you see how all the pieces work together. See thrivent.com/social for important disclosures.
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What could your future look like with the right plan? Whether you're planning for what's next or navigating a new chapter, you don't have to figure it out alone. Let's talk about what matters most to you, then build a personalized financial plan to help you achieve your goals. See thrivent.com/social for important disclosures.
Office location
Office Location
Portland Location
9397 SW Locust Street
Portland, OR 97223
Phone503-410-7550Hours

M – F: 9 a.m. – 4 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