Joe
Jaspers

Cuna Brokerage Services, Inc

CRD#2080084
Investment Advisor
in Charlotte, NC
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About this Advisor

Joe Jaspers is a certified financial planner based in Charlotte, North Carolina. Currently an investment advisor at Cuna Brokerage Services, Inc, they have accumulated an impressive 27 years of professional experience as a financial advisor. Jaspers holds Series 63, Series 65 and Series 66 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Jaspers can act as an advisor based out of North Carolina. During their career, the advisor has held roles at Cuna Brokerage Services, Inc and Carolinas Telco Federal Credit Union. Cuna Brokerage Services, Inc is headquartered in Charlotte, North Carolina, and operates out of 214 brick-and-mortar locations in the nation. In total, Cuna Brokerage Services, Inc manages $2 billion in assets dispersed across 8,211 client accounts and retains more than 673 people. The firm's total assets under management places it among the largest investment advisory firms in the country. None of the advisor firm's 8,211 clients are deemed high-net-worth individuals, who are defined as investors who have more than $1 million in investable assets. Cuna Brokerage Services, Inc can offer financial planning services, portfolio management for institutional clients and selection of other advisers. The firm's fees may include asset-based, hourly and other fees.

Certifications and Registrations

Series 63, Series 65, Series 66, Certified Financial Planner

Years of Experience

27 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Others

Disclosures

No

Office Location

2600 Sharon Road W
Charlotte, NC 28210

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Cuna Brokerage Services, Inc Brokerage Details

Total Assets Under Management

$2,246,403,741

NC Average: $9,259,360,772
Total Number of Employees

734

NC Average: 166
Total Number of Accounts

7,426

NC Average: 7,189
Average Account Size

$302,505

NC Average: $1,287,990

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Joe Jaspers Work History

Joe has 27 years of experience.

2007 - Present (12 years)

Carolinas Telco Federal Credit Union

1991 - Present (28 years)

Cuna Brokerage Services, Inc

Disclosures

Joe Jaspers has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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