Jason
Drake

Credit Union Investment Services

CRD#6425584
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

Disclosures

No

Office Location

35 Industrial Park Dr
Pittsboro, NC 27312

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Credit Union Investment Services Brokerage Details

Total Number of Employees

540

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 (4 years)

Members Trust Company

2015 - Present (6 years)

Credit Union Investment Services

2014 - Present (7 years)

Secu Brokerage Services

2014 - Present (7 years)

Secu Life Insurance Company

2011 - Present (10 years)

State Employees' Credit Union

2010 - 2011 (1 year)

Food Lion

Disclosures

Jason Drake has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Credit Union Investment Services

Stephen Pierce
Raleigh, NC
John Tompkins
Hickory, NC
Brian Troskey
Southern Pines, NC
Amee Liddle
Mount Airy, NC
Philip Brown
Chapel Hill, NC
Laurel Ullman
Raleigh, NC
Benjamin Evans
Raleigh, NC
Katherine Hardy
Oak Ridge, NC

This content was compiled from the SEC and FINRA.

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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