Jon Davis Email & Phone Number

I believe you need to be educated to make informed decisions when it comes to your financial future. By sorting through all the options and helping you make sense of it all, our CFS Financial Advisors walk you through building custom financial plans to help you achieve both your short and long-term goals. Our team provides financial education to the beginning saver and comprehensive financial advice to professionals and retirees.As the CFS Program Manager and Vice President of Investment and Retirement Services, I provide oversight to our CFS Financial Advisors and Associates. I am a Registered Representative, holding the Series 6, Series 63, and the Life Insurance License with Health endorsement. Securities Licensed In: HI, MO, MT, OR, TX, and WA. Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA finra.org/SIPC sipc.org) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.