I help individuals and families at CU1 Retirement & Investments Services located at Credit Union 1 reach their financial goals by creating realistic and detailed financial plans. I am deeply committed to my clients’ financial wellbeing, and I strive to listen intently to their needs and concerns in order to provide them with just the right help for their unique circumstances
As a financial advisor, I want to improve the lives of my clients. Understanding your life priorities is an important part of how I work with the clients I serve. Then I help you create a customized wealth management approach that can be flexible as your needs and market conditions change.
In my spare time, I enjoy volunteering at events for my local community. I also enjoy traveling, jogging, hiking, and spending time with my family.
Jesús is a Registered Representative of CUNA Brokerage Services, Inc. member FINRA/SIPC and is also a licensed insurance agent.
Bachelor of Science, Finance, DePaul University
Financial Services Industry since 2004
CU1RIS Advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, D/B/A CU1RIS,which is not an affiliate of the credit union. CBSI is under contract with the financial institution 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-3271673.1-1020-1122