Broker Check
Jon Davis

Jon Davis

Program Manager, CUSO Financial Services, L.P. VP Investment Services, iQ Credit Union

I believe you need to be educated to make informed decisions when it comes to your financial future. By sorting through all the options and helping you make sense of it all, our CFS Financial Advisors walk you through building custom financial plans to help you achieve both your short and long-term goals. Our team provides financial education to the beginning saver and comprehensive financial advice to professionals and retirees.

As the CFS Program Manager and Vice President of Investment and Retirement Services, I provide oversight to our CFS Financial Advisors and Associates. I am a Registered Representative, holding the Series 6, Series 63, and the Life Insurance License with Health endorsement.