Investment Team
Investment Team
CUSO Financial Services, L.P.
at First Commonwealth Investment Services
Serves: All Locations
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on FINRA's BrokerCheck.
With more than 15 years of experience as a wealth advisor, Jason takes a needs-based approach to financial planning by putting an emphasis on risk management and asset allocation. To relax, Jason enjoys gardening, traveling with his wife and daughter, and spending time with his three dogs.
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CUSO Financial Services, L.P.
at First Commonwealth Investment Services
Serves: Contact Center, Emmaus, Fogelsville,
Kutztown, Sinking Spring, and Wyomissing
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Jessica, with 20 years' experience in investment services, is passionate about financial education and helping working women navigate through life's many transitions. Jessica is a lifelong resident of Berks County and loves to spend time with her husband, children, and their family dog, Zeus.
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CUSO Financial Services, L.P.
at First Commonwealth Investment Services
Serves: Bethlehem, Easton, Lehighton,
Northwood, Phillipsburg, and Contact Center
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Benn has more than 14 years' experience in investment services and is passionate about continued education, with degrees from Pennsylvania College, Duquesne Universisty and American College for Financial Services. When he's not helping clients make smart choices about their future and savings, he enjoys tennis, trail riding, and serving his community.
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CUSO Financial Services, L.P.
at First Commonwealth Investment Services
Serves: Allentown, Downtown Allentown,
Trexlertown, and Whitehall
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CUSO Financial Services, L.P.
at First Commonwealth Investment Services
Serves: All Locations
Check the background of this investment professional on FINRA's BrokerCheck.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA / SIPC) 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.
Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.