Financial Advisor
Costa Mesa, Huntington Beach
800.462.8328, Ext. 4116, Option 2
investments@schoolsfirstfcu.org
Check the background of this investment professional on FINRA's BrokerCheck.
CBSI is under contract with the Credit Union to make securities available to Members.
Since 2012, Jason has enjoyed sharing the SchoolsFirst FCU difference, which puts Members first and offers a competitive fee structure that's hard to find at other firms. "With SchoolsFirst FCU, you know you're getting sound, caring and objective advice. We'll provide the products and allow you to make an informed decision. We're here to make sure that our Members are confident in their plans and informed on market trends and opportunities."
Jason earned a bachelor's degree from Portland State University and holds the designations of CFP? (Certified Financial Planner), ChFC? (Chartered Financial Consultant) and CLU? (Chartered Life Underwriter), is registered to sell securities and holds a California Life/Health Insurance License.
In his free time, Jason loves being with his family. A sports fan, he enjoys playing, watching and attending sporting events.
To make an appointment with Jason, call 800.462.8328, Ext. 4116, Option 2.
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with SchoolsFirst FCU to make securities available to members. Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-3556543.1-0421-0523.
CA Insurance License 0F86901
Now, all these years later, when I see how my money has grown in a safe place, I am very, very happy that I did exactly as I was advised because it allowed me to maximize my income."