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Jason H
Series 63, Series 65
Albemarle, NC
Credit Union Investment Services
Jason Hann is a financial advisor with Credit Union Investment Services in Albemarle, NC, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked with Secu Life Insurance Company, Members Trust Company, Secu Brokerage Services, and State Employees' Credit Union since 2004. Outside of advisory roles, he serves as a financial services officer at State Employees' Credit Union, providing financial services to eligible members. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based, long-term planning approach, with salaried adviser representatives who provide recommendations while clients retain decision-making authority.
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