FAQs

Q. What kinds of investments can I make using the UVEST service?
A. JAXFCU’s partnership with UVEST Financial Services allows you to invest in a wide range of non-deposit investment products. Annuities, mutual funds, individual stocks and bonds are all available through our Investment Consultant.

Q. Is there any charge for a meeting with the Investment Consultant?
A. There is never a charge for the professional financial review and consultation that is provided by Vance Walker, the Investment Consultant at JAXFCU. If you do purchase securities available through UVEST, there may be fees associated with those securities.

Q. My financial situation is complicated, and I need investment, tax and legal advice. What kind of help can you give me?
A. Investment Consultant at JAXFCU will work with you and your tax and legal advisors to help put together a plan that’s appropriate for each situation. Vance has worked with many attorneys and tax professionals around the region, and is available for meetings with your advisors. UVEST Financial Services also provides trust services and wealth management advisors for special situations. UVEST Financial Consultants themselves do not offer tax and/or legal advice.

Q. I’ve never worked with a professional broker before. How does the process work?
A. At your first meeting, Vance will review your financial situation and your investment goals, as well as your tolerance for investment risk, and your time horizon for meeting those goals. At your next meeting, a personalized plan will be presented for your review. If you approve of the investment plan, your assets will be transferred into the investments that have been selected. You will receive regular investment statements and updates on your account.

Q. I’m already working with one of the big brokerage houses. Why should I switch?
A. Personal service has always been a hallmark of Jax Federal Credit Union, and it is the hallmark of the investment services we offer as well. Our professional Investment Consultant is available to meet with you at your convenience, and will work closely with you to create the investment plan that’s best for you.

Q. I’m not sure I’m saving enough for my retirement. What kind of help can I get?
A. A full review of your current retirement savings, as well as various "what-if" scenarios, is an important part of the financial planning services that are provided to you at no cost. Our professional Investment Consultant will work with you to create a plan for your investments based on your financial situation, your investment goals, your time horizon, and your tolerance for risk.

Q. I'm changing jobs. Can you provide help with my 401K rollover?
A. Absolutely! Changing jobs is an important time to review your 401K, transfer it properly, and make sure you don’t lose the tax-deferred status of your retirement funds. Our Investment Consultant can help you find the right home for your rollover funds.

Q. Will my bank account information be shared with the Investment Consultant without my knowledge?
A. Absolutely not! We do not share any customer information with our Investment Consultant without direct permission from our customers. If you are interested in meeting with Vance, you may call him directly at any time to schedule a meeting.

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.