Introduction

Jax Federal Credit Union has teamed up with LPL Financial to bring you access to more investment choices. With today’s economic challenges and diverse investment choices, you need a team to turn to who can simplify the investment process and help you work toward realizing your dreams.

Vance Walker is the exclusive LPL Financial Advisor to the members of Jax Federal Credit Union. As an employee of Jax Federal Credit Union, Vance is dedicated to providing exceptional service. Regardless of the size of your portfolio, he will take the time to explain all the different options you have, now and in the future. Plus by being a member of JAXFCU, you can receive a FREE one-on-one consultation with Vance without any obligation.

  • Advisory accounts or traditional brokerage options are available for mutual funds, stocks, bonds, and annuities
  • Rollovers - 401K, 403b, and Thrift Savings Plans
  • Retirement planning for individuals and business owners
  • College savings plans
  • Ongoing portfolio management
  • Life insurance and long term care options
  • Utilizes estate-planning professionals for comprehensive investment strategies

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.

Not NCUA Insured Not Credit Union Guaranteed May Lose Value
Not a Credit Union Deposit Not Guaranteed by Any Government Agency

DISCLAIMER: We provide the above links to the LPL Financial web sites as a convenience to our visitors. Jax Federal Credit Union does not guarantee the quality or services provided by LPL Financial or any other web sites visited. By selecting these links, you will be leaving the Jax Federal Credit Union web site. JAXFCU does not necessarily endorse the views expressed or concur with the facts presented on these sites. Furthermore, JAXFCU does not endorse any commercial products or services that may be mentioned on these sites.

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.