WSECU Investment Management
Jon Schwartz
Contact Jon
Direct: 509.329.9661
Office: 800.456.3152 x50124
Text: 509.721.7622
Branches served: Medical Lake, Spokane, Spokane Division and Spokane Valley
About Jon
It’s important to think about your long-term financial goals, no matter where you are in life. The steps you take today will ultimately affect what happens tomorrow.
I’ve been working with clients to help them develop their financial plans and investments for more than 20 years. When we sit down for a personal consultation, I’ll strive to fully understand your needs and long-term goals. With innovative planning, I’ll acknowledge and identify your investment goals based on your objectives and risk tolerance. I’m committed to helping you plan for your future.
I hold Series 7 and 65 securities registrations through LPL Financial, as well as life and disability insurance licenses.
A lifelong resident of eastern Washington, I love the outdoors, and I’m an avid snow and water skier.
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Investments
Securities offered through LPL Financial member FINRA/ SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Financial planning services may be offered through Washington State Employees Credit Union d/b/a WSECU Investment Management, a registered investment advisor and separate entity from LPL Financial. Financial planning and other advisory services may be offered through LPL Financial, a registered investment advisor.
Not NCUA Insured | No Credit Union Guarantee | May Lose Value
WSECU Investment Management is a registered investment advisor in the State of Washington. The advisor may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
WSECU and WSECU Investment Management are not registered broker/dealers, nor are they affiliated with LPL Financial.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
NDIP (Non-deposit Investment Products) may be offered by an employee who serves both functions of the credit union and the selling of non-deposit investment products.
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.