Brokerage

Through our partnership with LPL Financial, we are able to provide access to a broad range of investment and brokerage services. The experienced LPL Financial 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 LPL Financial 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 LPL Financial, you can view your account portfolio online anytime. There is no fee for this online service.

Visit, http://tools.lpl.com/autumn.newberry, to sign up or view a demo of this service. If you need assistance signing up, contact Autumn Newberry at (904) 475-8077.

T. Vance Walker, AWM, LPL Financial Advisor, Director of Investment Services
904.475.8261 | 800.443.2664 | email vance.walker@lpl.com

Securities, investment advisory services and insurance products offered through LPL Financial and its affiliates, member FINRA/SIPC and a SEC registered investment advisor. LPL Financial representatives do not provide tax advice. Jax Federal Credit Union and Jax Federal Investment Services are not registered brokers/dealers, nor are they affiliated with LPL Financial.

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. LPL Financial 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.