Financial Advisor

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Jesus Vega

 

Jesus Vega Headshot

Schedule Appointment

Financial Advisor

CU1 Retirement & Investment Services
Located at Credit Union 1
CUNA Brokerage Services, Inc.


Toll-Free | 800.252.6950, ext.3333
Fax | 608.236.6414

[email protected]

Check the background of these investment professionals on FINRA's BrokerCheck.

 

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.

Education

Bachelor of Science, Finance, DePaul University

Career Highlights

Financial Services Industry since 2004

 

Request a meeting. There is no obligation.

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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

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