WHAT OUR MEMBERS SAY
WHAT OUR MEMBERS SAY
About SchoolsFirst FCU

“The Credit Union has something for everyone, from someone who is financially savvy to a person who just needs basic services.”


– Amy C.
Member Since 2010

About SchoolsFirst FCU
MOST POPULAR CONTENT
MEMBER FAVORITES Estate Planning & Trust Services
Meet Our Financial Advisors
457(b) Investment Providers
403(b) Investment Providers
Mutual Funds
Financial Advisor Jason Persinger
Jason Persinger, CFP®, ChFC®, CLU®
Jason Persinger, CFP®, ChFC®, CLU®
 
Costa Mesa, Huntington Beach
 
800.462.8328, Ext. 4116, Option 2
investments@schoolsfirstfcu.org


Check the background of this investment professional on FINRA's BrokerCheck
 

Since 2012, Jason has enjoyed sharing the SchoolsFirst FCU difference, which puts Members first and offers a competitive fee structure that’s hard to find at other firms. “With SchoolsFirst FCU, you know you’re getting sound, caring and objective advice. We’ll provide the products and allow you to make an informed decision. We’re here to make sure that our Members are confident in their plans and informed on market trends and opportunities.”

Jason earned a bachelor’s degree from Portland State University and holds the designations of CFP® (Certified Financial Planner), ChFC® (Chartered Financial Consultant) and CLU® (Chartered Life Underwriter), is registered to sell securities and holds a California Life/Health Insurance License.

In his free time, Jason loves being with his family. A sports fan, he enjoys playing, watching and attending sporting events.

 
To make an appointment with Jason, call 800.462.8328, Ext. 4116, Option 2.

 

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with SchoolsFirst FCU to make securities available to members. Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.

CA Insurance License 0F86901

NOT A MEMBER?
NOT A MEMBER?
RELATED CONTENT
RELATED CONTENT
Retirement & Investment Forms •  Retirement & Investment Forms
 
 
403(b) and 457(b) Plan Administration •  403(b) and 457(b) Plan Administration
REFER A FRIEND
REFER A FRIEND