Jake Howeth

Background

About Jake Howeth

2023 CFP Candidate. Experienced Financial Advisor with a demonstrated history of working in the Financial Services industry. Skilled in Retirement Planning, IRAs, Managing Accounts, Qualified Retirement Plans, and Hold Series 7 and 66. Also hold General Lines State Insurance license with experience selling Annuities and Insurance Products. Strong finance professional with a Masters focused in Personal Financial Planning from Texas Tech University. 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. Financial Advisors 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.