Available through CUSO Financial Services, L.P.*
Jonathan thrives on helping Direct Financial members develop solutions for both their current and future financial needs. Jonathan has been a Financial Advisor for 23 years. He specializes in working with clients to help them create a customized financial plan designed around their individual goals including Pre and Post Retirement Planning. From investments and retirement to insurance, Jonathan brings a strong commitment to personal service and a track record of long-term client relationships to NEFCU Financial Group as a CFS* Financial Advisor.
He holds FINRA Series 7, 63 and 66 licenses and is securities licensed in many states across the country. He is also licensed for life and health insurance in Vermont, Virginia, New York, Michigan and Kentucky. Jonathan earned the 2019 Silver Pacesetter Award through CFS. The award honors the top producing registered advisors among hundreds of CFS credit union and bank programs across the country.
BrokerCheck by FINRA: Jonathan Whitehouse, CFF®, CRD# 2940110
*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. New England Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.
CUSO Financial Services, L.P., CRD# 42132.