Jeff Jones

Let's Review Your Financial Strategy

Thank you for scheduling time with me.

I look forward to meeting with you. The purpose of this meeting will be to focus on your current financial status and provide an assessment and path toward addressing future objectives and goals.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer and broker-dealer (member FINRA / SIPC www.finra.org/www.sipc.org). Insurance products are offered through LPL or its licensed affiliates. Westmark Credit Union and Westmark Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Westmark Investment Services, and may also be employees of Westmark Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Westmark Credit Union or Westmark Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value