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Nathan Jones

Advisor Image
Nathan Jones
Associate
.
Part of the P24 Wealth Advisors practice
9397 SW Locust Street
Portland, OR 97223
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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Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.
The cost of cash: Where to invest when interest rates shift
The cost of cash: Where to invest when interest rates shiftWhether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates. Explore your options below and let’s connect to keep your goals on track as interest rates change.
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Sequence of returns risk: What it means for your retirement
Sequence of returns risk: What it means for your retirementThe market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇
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Office location
Office Location
Portland Location
9397 SW Locust Street
Portland, OR 97223
Phone503-410-7550Hours
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