Jason Pacheco

Jason Pacheco has a diverse work experience in the financial industry. Jason recently worked at Thrivent as a Lead Compliance/Regulatory Analyst, where they demonstrated expertise in handling complex workload and regularly interacting with regulators and auditors. Prior to that, they served as a Compliance Consultant 3 at Wells Fargo Funds Distributor, LLC, where they ensured proper licensing and registration of branches and supervised representatives. Jason also provided oversight of assigned lines of business to ensure compliance with laws and internal policies. Before that, they worked at Wells Fargo Advisors as a PCG Control Specialist, reviewing and approving compliance activities for branches and conducting audits. Jason also acted as a temporary Branch Manager for two branches. Jason's early experience includes working at TIAA-CREF as a Customer Resolution Manager.

Jason Pacheco has a B.A. in Economics from the University of Colorado Boulder. Jason also holds an MBA in Finance and Accounting from Regis University. In addition, they obtained the Investment Adviser Certified Compliance Professional certification from the National Regulatory Services in 2023.