Brokerage

Through our partnership with UVEST Financial Services, we are able to provide access to a broad range of investment and brokerage services. The experienced UVEST team will assist you in preparing a strategic financial plan that is tailored to meet your needs and expectations. They’ll explain what to expect from your investments and help you decide what level of risk you are comfortable with.

Our services include:

• Common and preferred stocks
• Corporate and municipal bonds
• Treasuries (bills, notes, and bonds)
• Financial Analysis
• Mutual and Money market funds
• Retirement Planning
• Variable and fixed annuities
• Asset Allocation
• Contact us for more information about services not listed

Open a UVEST Account Today!

Call an Investment Consultant today at 904-475-8261 to open an account or to learn more about our services.

View Your Accounts Online

With a full service brokerage account at UVEST Financial Services, you can view your account portfolio online anytime. There is no fee for this online service. To setup your UVEST account online, complete the UVEST Internet Agreement and Activation form. You will need Adobe Acrobat Reader installed to view and print the form. If you are unable to view the form, please contact us, and we will mail or fax it to you. After you have printed and completed the form, please mail or fax it to the address below. Once your UVEST account has been setup for online access, you will receive an e-mail with instructions on how to access your account.

Mail the form to:

Jax Federal Credit Union
Attn: Vance Walker
562 Park Street
Jacksonville, FL 32204

These documents are presented in Adobe's Portable Document Format (PDF). Viewing these files requires Acrobat Reader software, available at no charge from Adobe. It is likely that the Acrobat Reader is already installed on your computer, but if you find that you cannot read the files, it is very easy to download the software and install it.

T. Vance Walker, AWMA, Financial Advisor,Director of Investment Services
904.475.8261 | 800.443.2664 | email vance.walker@uvestmail.com

Securities, investment advisory services and insurance products offered through UVEST Financial Services and its affiliates, member FINRA/SIPC and a SEC registered investment advisor. UVEST Financial Services representatives do not provide tax advice. UVEST and Jax Federal Credit Union are independent entities.

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. UVEST Financial Services U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.