Credit Union Investment Services

Investment Advisor
in Pittsboro, NC

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About this Advisor

Jason Drake is an investment advisor in Pittsboro, North Carolina. Currently a registered advisor at Credit Union Investment Services, Drake has 10 years of experience as a registered investment advisor. Drake maintains Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative. Drake can act as an advisor in North Carolina. Drake has gained experience at Secu Brokerage Services, Secu Life Insurance Company, State Employees' Credit Union, Food Lion, Members Trust Company and Credit Union Investment Services. Credit Union Investment Services is headquartered in Pittsboro, North Carolina, and has 267 other locations throughout the nation. As a company, Credit Union Investment Services retains more than 540 people. None of the firm's clients are deemed high-net-worth individuals, who are defined as investors who have more than $1 million in capital. Credit Union Investment Services offers portfolio management for individuals and small businesses and educational seminars. The firm may charge clients asset-based fees.

Certifications and Registrations

Series 65, Series 63

Years of Experience

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets



Office Location

35 Industrial Park Dr
Pittsboro, NC 27312

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Credit Union Investment Services Brokerage Details

Total Number of Employees


NC Average: 22

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Jason Drake Work History

Jason has 10 years of experience.

2017 - Present (5 years)

Members Trust Company

2015 - Present (7 years)

Credit Union Investment Services

2014 - Present (8 years)

Secu Brokerage Services

2014 - Present (8 years)

Secu Life Insurance Company

2011 - Present (11 years)

State Employees' Credit Union

2010 - 2011 (1 year)

Food Lion


Jason Drake has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Credit Union Investment Services

Wellby Rodberg
Asheville, NC
Laura Northcutt
Raleigh, NC
Leigh Jordan
Charlotte, NC
Nicholas Bradshaw
Raleigh, NC
Michelle Dawkins
Randleman, NC
Joshua Shellman
Raleigh, NC
Brian Troskey
Southern Pines, NC
Melissa Terry
Raleigh, NC

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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