Jacob Schatz has been Partner, CCO of LNS Operations since May 2026, is a control person of the firm and directly owns under 5% of it.
LNS Operations, LLC is a Naperville, IL firm with $757M under management, 612 clients and 6 advisers in one office, as of its September 2026 filing.
Jacob Schatz’s longest registration was 12 years at Thrivent Investment Management Inc. (2008–2020). Before joining LNS Operations in 2026, Jacob Schatz was registered through Thrivent Investment Management Inc. and Thrivent Advisor Network, LLC.
- Intentgen Financial PartnersCurrent– present · under a yearCollierville, TN · Adviser representative · Firm CRD 341913
- Thrivent Investment Management Inc.– · under a yearNaperville, IL · Adviser representative · Firm CRD 18387
- Thrivent Advisor Network, LLC– · 5 yearsCollierville, TN · Adviser representative · Firm CRD 304569
- Thrivent Investment Management Inc.– · 12 yearsNaperville, IL · Adviser representative · Firm CRD 18387
Investment adviser representative registrations
Jacob Schatz is registered as an investment adviser representative in 3 states. The first approvals date from May 2026; the most recent is Illinois, in July 2026.
- IllinoisSince 22 July 2026
- TennesseeSince 1 July 2026
- TexasSince 18 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 19 June 2008 |
| Series 7 | General Securities Representative Examination | 10 June 2008 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 5522486
- Firm
- LNS Operations · CRD 341913
- Role
- Partner, CCO
- Office
- Collierville, TN
- Registration
- Investment adviser and broker registrations
- In the industry since
- June 2008
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Jacob Schatz work?
Jacob Schatz has been Partner, CCO of LNS Operations, LLC since May 2026, and is a control person of the firm.
Is Jacob Schatz a financial advisor?
Yes. Jacob Schatz has a current investment-adviser registration in Illinois, Tennessee and Texas, through LNS Operations since May 2026.
How many years of experience does Jacob Schatz have?
Jacob Schatz has 18 years in the financial industry, since June 2008, across 3 adviser firms.
What exams has Jacob Schatz passed?
Jacob Schatz has passed 3 licensing exams: the Series 7, Series 66 and Series 99TO. The earliest, the Series 7, was passed in June 2008. FINRA credited Jacob Schatz with the SIE, which began in October 2018.
Where did Jacob Schatz work before LNS Operations?
Before LNS Operations, Jacob Schatz was registered through Thrivent Investment Management Inc., November 2024 to December 2024; Thrivent Investment Management Inc., June 2008 to September 2020.
Where is Jacob Schatz based?
Jacob Schatz’s registered office is in Collierville, TN.
Is Jacob Schatz registered with FINRA?
Yes. Jacob Schatz has a current broker registration, under CRD 5522486.
Source: FINRA BrokerCheck
How can I verify Jacob Schatz’s record?
Search CRD 5522486 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jacob Schatz’s full registration record.