Jason Hann
Jason Hann is a registered investment advisor at Credit Union Investment Services, based in Albemarle, NC, with 13 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
0.25% annual fee for cash and individual fixed income. 0.50% annual fee for all other securities. This fee is non-negotiable.
Fee Estimator
Location
1600 Nc 24-27 Hwy W, Albemarle, NC, 28001
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jason works for State Employees' Credit Union as a Financial Services Officer, dedicating nearly all of his time to this role. He also works as a Trust Rep for Members Trust Company, dedicating minimal time, and as an agent for SECU Life Insurance Company, as well as owning rental property.
Employment History
Current Registrations
Credit Union Investment Services
Secu Brokerage ServicesBroker
State Registrations1 state
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