“Ever since I realized I wouldn’t play in the NBA, I honestly knew that I wanted to be in the investment industry,” said the collegiate basketball player.
With several years of experience under his belt, Jesse has plenty to share with his clients—from understanding risk exposure to portfolio building, strategy and financial planning.
“I love doing market research and turning that into an economic story that can help people understand the current landscape we are in.”
Jesse is eager to provide insight on member assets and liabilities and how to best help people increase their income now and in retirement.
He is securities licensed in Michigan and holds Series 7 and 66 licenses, as well as life and health insurance. Jesse is a graduate of Crown College.
Jesse will be serving the Plainfield office in Grand Rapids and be available through the general 800# hotline.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Consumers Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Before deciding whether to retain assets in an employer-sponsored plan or roll over to an IRA, an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.